Blooom Inc’s Tesla TSLA Stock Holding History

Blooom Inc’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 Q3	–	Sell	-963	Closed	-$217K	–	44
2022 Q2	$217K	Buy	+963	New	+$263K	0.37%	38
2021 Q1	–	Sell	-1,107	Closed	-$248K	–	54
2020 Q4	$248K	Buy	+1,107	New	+$189K	0.2%	38

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blooom Inc's TSLA Position: Q3 2022 in Review

Blooom Inc sold out of Tesla (TSLA) in Q3 2022, closing a stake of 963 shares — an estimated $217K sold.

Blooom Inc first reported a position in TSLA in Q4 2020 and held it in 2 quarters. The position peaked at $248K in Q4 2020. 2,738 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

Blooom Inc reported no remaining Tesla position as of Q3 2022 after selling out during the quarter.
Blooom Inc sold 963 Tesla shares in Q3 2022, an estimated $217K.
Blooom Inc first reported a position in Tesla in Q4 2020 and held it in 2 quarters.
Blooom Inc's Tesla position peaked at $248K in Q4 2020.
2,738 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.