Bull Oak Capital’s Tesla TSLA Stock Holding History

Bull Oak Capital’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
2024 Q4	–	Sell	-322	Closed	-$84.2K	–	65
2024 Q3	$84.2K	Hold	322	–	–	0.05%	39
2024 Q2	$63.7K	Sell	322 -13	-4%	-$2.27K	0.04%	24
2024 Q1	$58.9K	Hold	335	–	–	0.04%	24
2023 Q4	$83.2K	Hold	335	–	–	0.02%	21
2023 Q3	$83.8K	Buy	+335	New	+$86.1K	0.09%	18
2022 Q4	–	Sell	-768	Closed	-$204K	–	21
2022 Q3	$204K	Buy	+768	New	+$214K	0.2%	20
2022 Q2	–	Sell	-795	Closed	-$286K	–	29
2022 Q1	$286K	Buy	+795	New	+$248K	0.23%	22

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bull Oak Capital's TSLA Position: Q4 2024 in Review

Bull Oak Capital sold out of Tesla (TSLA) in Q4 2024, closing a stake of 322 shares — an estimated $84.2K sold.

Bull Oak Capital first reported a position in TSLA in Q1 2022 and held it in 7 quarters. The position peaked at $286K in Q1 2022. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Bull Oak Capital reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Bull Oak Capital sold 322 Tesla shares in Q4 2024, an estimated $84.2K.
Bull Oak Capital first reported a position in Tesla in Q1 2022 and held it in 7 quarters.
Bull Oak Capital's Tesla position peaked at $286K in Q1 2022.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.