Axiom Financial Strategies’s Tesla TSLA Stock Holding History

Axiom Financial Strategies’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
2022 Q4	–	Sell	-2,959	Closed	-$785K	–	66
2022 Q3	$785K	Buy	2,959 +10	+0.3%	+$2.79K	0.42%	33
2022 Q2	$662K	Buy	2,949 +231	+8%	+$63.1K	0.35%	38
2022 Q1	$777K	Buy	2,718 +243	+10%	+$75.7K	0.39%	35
2021 Q4	$872K	Hold	2,475	–	–	0.4%	34
2021 Q3	$640K	Hold	2,475	–	–	0.3%	37
2021 Q2	$561K	Hold	2,475	–	–	0.26%	40
2021 Q1	$551K	Buy	2,475 +210	+9%	+$52.7K	0.27%	40
2020 Q4	$324K	Hold	2,265	–	–	0.19%	45
2020 Q3	$324K	Buy	+2,265	New	+$267K	0.19%	45

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Axiom Financial Strategies's TSLA Position: Q4 2022 in Review

Axiom Financial Strategies sold out of Tesla (TSLA) in Q4 2022, closing a stake of 2,959 shares — an estimated $785K sold.

Axiom Financial Strategies first reported a position in TSLA in Q3 2020 and held it in 9 quarters. The position peaked at $872K in Q4 2021. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Axiom Financial Strategies reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 2,959 Tesla shares in Q4 2022, an estimated $785K.
Axiom Financial Strategies first reported a position in Tesla in Q3 2020 and held it in 9 quarters.
Axiom Financial Strategies's Tesla position peaked at $872K in Q4 2021.
2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.