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Cedar Brook Financial Partners’s Tesla TSLA Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-8,035
Closed -$1.41M – 369
2024
Q1 		$1.41M Sell
8,035
-94
-1% -$18.4K 0.28% 86
2023
Q4 		$1.85M Sell
8,129
-37
-0.5% -$8.79K 0.41% 57
2023
Q3 		$2.04M Sell
8,166
-158
-2% -$40.6K 0.53% 46
2023
Q2 		$2.18M Sell
8,324
-175
-2% -$35K 0.52% 43
2023
Q1 		$1.76M Buy
8,499
+20
+0.2% +$3.49K 0.45% 51
2022
Q4 		$1.04M Sell
8,479
-201
-2% -$38.1K 0.29% 94
2022
Q3 		$2.3M Buy
8,680
+247
+3% +$69K 0.74% 30
2022
Q2 		$1.89M Sell
8,433
-156
-2% -$42.6K 0.59% 37
2022
Q1 		$3.08M Buy
8,589
+831
+11% +$259K 0.8% 27
2021
Q4 		$2.73M Sell
7,758
-507
-6% -$170K 0.7% 31
2021
Q3 		$2.14M Sell
8,265
-387
-4% -$91.1K 0.64% 36
2021
Q2 		$1.96M Sell
8,652
-1,455
-14% -$316K 0.57% 38
2021
Q1 		$2.25M Sell
10,107
-879
-8% -$221K 0.78% 26
2020
Q4 		$2.58M Sell
10,986
-489
-4% -$83.4K 0.91% 21
2020
Q3 		$1.64M Sell
11,475
-17,235
-60% -$2.03M 0.64% 33
2020
Q2 		$2.07M Buy
28,710
+765
+3% +$41.4K 0.92% 20
2020
Q1 		$976K Sell
27,945
-3,030
-10% -$126K 0.54% 52
2019
Q4 		$864K Buy
30,975
+2,205
+8% +$47.8K 0.37% 76
2019
Q3 		$462K Buy
28,770
+60
+0.2% +$939 0.2% 151
2019
Q2 		$428K Sell
28,710
-2,565
-8% -$39.9K 0.2% 162
2019
Q1 		$584K Sell
31,275
-3,300
-10% -$66.2K 0.28% 112
2018
Q4 		$767K Buy
+34,575
New +$744K 0.47% 67

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cedar Brook Financial Partners's TSLA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Tesla (TSLA) in Q2 2024, closing a stake of 8,035 shares — an estimated $1.41M sold.

Cedar Brook Financial Partners first reported a position in TSLA in Q4 2018 and held it in 22 quarters. The position peaked at $3.08M in Q1 2022. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 8,035 Tesla shares in Q2 2024, an estimated $1.41M.
  • Cedar Brook Financial Partners first reported a position in Tesla in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Tesla position peaked at $3.08M in Q1 2022.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.