Compass Financial Advisors’s Tesla TSLA Stock Holding History

Compass Financial Advisors’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 Q2	–	Sell	-1,965	Closed	-$408K	–	101
2023 Q1	$408K	Sell	1,965 -486	-20%	-$84.8K	0.52%	65
2022 Q4	$302K	Hold	2,451	–	–	0.41%	85
2022 Q3	$650K	Hold	2,451	–	–	0.97%	35
2022 Q2	$550K	Sell	2,451 -33	-1%	-$9.01K	0.75%	45
2022 Q1	$892K	Sell	2,484 -3	-0.1%	-$934	0.99%	31
2021 Q4	$876K	Buy	+2,487	New	+$834K	0.96%	30

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Compass Financial Advisors's TSLA Position: Q2 2023 in Review

Compass Financial Advisors sold out of Tesla (TSLA) in Q2 2023, closing a stake of 1,965 shares — an estimated $408K sold.

Compass Financial Advisors first reported a position in TSLA in Q4 2021 and held it in 6 quarters. The position peaked at $892K in Q1 2022. 2,915 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Compass Financial Advisors reported no remaining Tesla position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 1,965 Tesla shares in Q2 2023, an estimated $408K.
Compass Financial Advisors first reported a position in Tesla in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's Tesla position peaked at $892K in Q1 2022.
2,915 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.