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
2020 Q2	–	Sell	-12,000	Closed	-$4K	–	293
2020 Q1	$4K	Hold	12,000	–	–	﹤0.01%	249
2019 Q4	$2K	Hold	12,000	–	–	﹤0.01%	292
2019 Q3	$13K	Hold	12,000	–	–	0.01%	302
2019 Q2	$23K	Buy	+12,000	New	+$187K	0.01%	299

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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.