Asset Planning Services (Pennsylvania)’s Tesla TSLA Stock Holding History

Asset Planning Services (Pennsylvania)’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
2021 Q4	$528K	Hold	1,500	–	–	0.24%	50
2021 Q3	$388K	Hold	1,500	–	–	0.19%	59
2021 Q2	$340K	Hold	1,500	–	–	0.16%	63
2021 Q1	$334K	Hold	1,500	–	–	0.15%	65
2020 Q4	$353K	Sell	1,500 -30	-2%	-$5.12K	0.17%	62
2020 Q3	$219K	Buy	+1,530	New	+$181K	0.09%	77
2019 Q4	–	Sell	-375	Closed	-$6K	–	240
2019 Q3	$6K	Hold	375	–	–	﹤0.01%	231
2019 Q2	$6K	Hold	375	–	–	﹤0.01%	223
2019 Q1	$7K	Hold	375	–	–	﹤0.01%	219
2018 Q4	$8K	Hold	375	–	–	﹤0.01%	210
2018 Q3	$9K	Buy	375 +150	+67%	+$3.12K	﹤0.01%	210
2018 Q2	$5K	Hold	225	–	–	﹤0.01%	229
2018 Q1	$4K	Hold	225	–	–	﹤0.01%	243
2017 Q4	$5K	Hold	225	–	–	﹤0.01%	241
2017 Q3	$5K	Buy	+225	New	+$5.19K	﹤0.01%	264
2017 Q1	–	Sell	-750	Closed	-$11K	–	300
2016 Q4	$11K	Hold	750	–	–	0.01%	197
2016 Q3	$10K	Hold	750	–	–	0.01%	191
2016 Q2	$11K	Buy	+750	New	+$11.4K	0.01%	193

Other funds holding TSLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s TSLA Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) held its Tesla (TSLA) position steady in Q4 2021 at 1,500 shares worth $528K. The position accounts for 0.24% of the portfolio, ranked #50.

Asset Planning Services (Pennsylvania) first reported a position in TSLA in Q2 2016 and has held it in 18 quarters since. 2,753 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

Asset Planning Services (Pennsylvania) held 1,500 shares of Tesla worth $528K as of Q4 2021.
Asset Planning Services (Pennsylvania) left its Tesla share count unchanged in Q4 2021.
Tesla made up 0.24% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #50 holding.
Asset Planning Services (Pennsylvania) first reported a position in Tesla in Q2 2016 and has held it in 18 quarters since.
2,753 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.