Clear Perspectives Financial Planning’s Tesla TSLA Stock Holding History

Clear Perspectives Financial Planning’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	$24.3K	Sell	117 -6	-5%	-$1.05K	0.01%	102
2022 Q4	$15.2K	Buy	123 +6	+5%	+$1.14K	0.01%	135
2022 Q3	$31K	Hold	117	–	–	0.02%	103
2022 Q2	$26K	Hold	117	–	–	0.01%	115
2022 Q1	$42K	Hold	117	–	–	0.02%	100
2021 Q4	$41K	Sell	117 -15	-11%	-$5.03K	0.02%	113
2021 Q3	$34K	Sell	132 -3	-2%	-$706	0.02%	118
2021 Q2	$31K	Sell	135 -30	-18%	-$6.51K	0.02%	120
2021 Q1	$37K	Hold	165	–	–	0.02%	102
2020 Q4	$39K	Buy	+165	New	+$28.2K	0.02%	94

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

Clear Perspectives Financial Planning's TSLA Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Tesla (TSLA) stake by 4.9% in Q1 2023, selling an estimated $1.05K and leaving 117 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #102.

Clear Perspectives Financial Planning first reported a position in TSLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $42K in Q1 2022. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

Clear Perspectives Financial Planning held 117 shares of Tesla worth $24.3K as of Q1 2023.
Clear Perspectives Financial Planning sold 6 Tesla shares in Q1 2023, an estimated $1.05K.
Tesla made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #102 holding.
Clear Perspectives Financial Planning first reported a position in Tesla in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Tesla position peaked at $42K in Q1 2022.
2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.