Annapolis Financial Services’s Tesla TSLA Stock Holding History

Annapolis Financial Services’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.02K	Buy	8 +2	+33%	+$456	﹤0.01%	349
2024 Q2	$1.19K	Sell	6 -289	-98%	-$50.5K	﹤0.01%	347
2024 Q1	$51.9K	Hold	295	–	–	0.02%	142
2023 Q4	$73.3K	Buy	295 +166	+129%	+$39.5K	0.02%	173
2023 Q3	$32.3K	Hold	129	–	–	0.01%	221
2023 Q2	$33.8K	Buy	129 +123	+2,050%	+$24.6K	0.01%	217
2023 Q1	$1.25K	Sell	6 -21	-78%	-$3.66K	﹤0.01%	416
2022 Q4	$3.33K	Sell	27 -1,893	-99%	-$358K	﹤0.01%	376
2022 Q3	$509K	Sell	1,920 -216	-10%	-$60.3K	0.19%	76
2022 Q2	$479K	Sell	2,136 -15	-0.7%	-$4.09K	0.17%	78
2022 Q1	$773K	Buy	2,151 +36	+2%	+$11.2K	0.25%	61
2021 Q4	$745K	Hold	2,115	–	–	0.23%	68
2021 Q3	$547K	Hold	2,115	–	–	0.18%	75
2021 Q2	$479K	Buy	2,115 +45	+2%	+$9.77K	0.16%	74
2021 Q1	$461K	Buy	2,070 +165	+9%	+$41.4K	0.17%	67
2020 Q4	$448K	Buy	+1,905	New	+$325K	0.17%	67

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Annapolis Financial Services's TSLA Position: Q3 2024 in Review

Annapolis Financial Services increased its Tesla (TSLA) stake by 33% in Q3 2024, buying an estimated $456 and bringing the position to 8 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Annapolis Financial Services first reported a position in TSLA in Q4 2020 and has held it in 16 quarters since. The position peaked at $773K in Q1 2022. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Annapolis Financial Services held 8 shares of Tesla worth $2.02K as of Q3 2024.
Annapolis Financial Services bought 2 Tesla shares in Q3 2024, an estimated $456.
Tesla made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #349 holding.
Annapolis Financial Services first reported a position in Tesla in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Tesla position peaked at $773K in Q1 2022.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.