Baldrige Asset Management’s Tesla TSLA Stock Holding History

Baldrige Asset Management’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
2023 Q1	$12K	Buy	57 +51	+850%	+$8.9K	﹤0.01%	250
2022 Q4	$1K	Sell	6 -60	-91%	-$11.4K	﹤0.01%	303
2022 Q3	$18K	Hold	66	–	–	0.01%	213
2022 Q2	$15K	Sell	66 -84	-56%	-$22.9K	0.01%	237
2022 Q1	$54K	Hold	150	–	–	0.02%	172
2021 Q4	$53K	Buy	150 +3	+2%	+$1.01K	0.02%	165
2021 Q3	$38K	Hold	147	–	–	0.02%	185
2021 Q2	$33K	Buy	+147	New	+$31.9K	0.01%	196

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Baldrige Asset Management's TSLA Position: Q1 2023 in Review

Baldrige Asset Management increased its Tesla (TSLA) stake by 850% in Q1 2023, buying an estimated $8.9K and bringing the position to 57 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Baldrige Asset Management first reported a position in TSLA in Q2 2021 and has held it in 8 quarters since. The position peaked at $54K in Q1 2022. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

Baldrige Asset Management held 57 shares of Tesla worth $12K as of Q1 2023.
Baldrige Asset Management bought 51 Tesla shares in Q1 2023, an estimated $8.9K.
Tesla made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #250 holding.
Baldrige Asset Management first reported a position in Tesla in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Tesla position peaked at $54K in Q1 2022.
2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.