Barber Financial Group’s Tesla TSLA Stock Holding History

Barber Financial Group’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	$953K	Buy	4,595 +189	+4%	+$33K	0.17%	49
2022 Q4	$543K	Buy	4,406 +271	+7%	+$51.3K	0.15%	65
2022 Q3	$1.1M	Buy	4,135 +40	+1%	+$11.2K	0.32%	42
2022 Q2	$919K	Buy	4,095 +3,492	+579%	+$953K	0.15%	46
2022 Q1	$216K	Sell	603 -66	-10%	-$20.6K	0.03%	141
2021 Q4	$235K	Buy	+669	New	+$224K	0.03%	149
2021 Q1	–	Sell	-10,179	Closed	-$2.39M	–	163
2020 Q4	$2.39M	Buy	10,179 +69	+0.7%	+$11.8K	0.44%	38
2020 Q3	$1.45M	Buy	10,110 +3,705	+58%	+$437K	0.32%	45
2020 Q2	$461K	Hold	6,405	–	–	0.11%	69
2020 Q1	$224K	Buy	+6,405	New	+$266K	0.07%	97
2019 Q2	–	Sell	-10,905	Closed	-$203K	–	151
2019 Q1	$203K	Buy	10,905 +1,500	+16%	+$30.1K	0.04%	125
2018 Q4	$209K	Buy	+9,405	New	+$202K	0.05%	122
2018 Q3	–	Sell	-9,405	Closed	-$215K	–	142
2018 Q2	$215K	Buy	+9,405	New	+$191K	0.06%	108
2017 Q4	–	Sell	-9,405	Closed	-$214K	–	136
2017 Q3	$214K	Hold	9,405	–	–	0.06%	96
2017 Q2	$227K	Buy	+9,405	New	+$207K	0.07%	71

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

Barber Financial Group's TSLA Position: Q1 2023 in Review

Barber Financial Group increased its Tesla (TSLA) stake by 4.3% in Q1 2023, buying an estimated $33K and bringing the position to 4,595 shares worth $953K. The position accounts for 0.17% of the portfolio, ranked #49.

Barber Financial Group first reported a position in TSLA in Q2 2017 and has held it in 15 quarters since. The position peaked at $2.39M in Q4 2020. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

Barber Financial Group held 4,595 shares of Tesla worth $953K as of Q1 2023.
Barber Financial Group bought 189 Tesla shares in Q1 2023, an estimated $33K.
Tesla made up 0.17% of Barber Financial Group's portfolio in Q1 2023, its #49 holding.
Barber Financial Group first reported a position in Tesla in Q2 2017 and has held it in 15 quarters since.
Barber Financial Group's Tesla position peaked at $2.39M in Q4 2020.
2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.