Capasso Planning Partners’s Tesla TSLA Stock Holding History

Capasso Planning Partners’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	–	Sell	-2,401	Closed	-$296K	–	108
2022 Q4	$296K	Buy	2,401 +15	+0.6%	+$2.84K	0.19%	75
2022 Q3	$633K	Buy	2,386 +73	+3%	+$20.4K	0.44%	45
2022 Q2	$519K	Buy	2,313 +333	+17%	+$90.9K	0.37%	49
2022 Q1	$711K	Buy	+1,980	New	+$617K	0.5%	41

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

Capasso Planning Partners's TSLA Position: Q1 2023 in Review

Capasso Planning Partners sold out of Tesla (TSLA) in Q1 2023, closing a stake of 2,401 shares — an estimated $296K sold.

Capasso Planning Partners first reported a position in TSLA in Q1 2022 and held it in 4 quarters. The position peaked at $711K in Q1 2022. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

Capasso Planning Partners reported no remaining Tesla position as of Q1 2023 after selling out during the quarter.
Capasso Planning Partners sold 2,401 Tesla shares in Q1 2023, an estimated $296K.
Capasso Planning Partners first reported a position in Tesla in Q1 2022 and held it in 4 quarters.
Capasso Planning Partners's Tesla position peaked at $711K in Q1 2022.
2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Capasso Planning Partners's 13F filing for Q1 2023, filed 2 May 2023.