HBC Financial Services’s Tesla TSLA Stock Holding History

HBC Financial Services’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 Q4	$1.1M	Sell	2,722 -284	-9%	-$91.4K	0.67%	13
2024 Q3	$774K	Buy	3,006 +1,696	+129%	+$387K	0.47%	15
2024 Q2	$304K	Hold	1,310	–	–	0.19%	24
2024 Q1	$235K	Sell	1,310 -750	-36%	-$147K	0.16%	26
2023 Q4	$511K	Hold	2,060	–	–	0.35%	17
2023 Q3	$515K	Hold	2,060	–	–	0.39%	15
2023 Q2	$604K	Buy	2,060 +10	+0.5%	+$2K	0.43%	13
2023 Q1	$383K	Hold	2,050	–	–	0.29%	19
2022 Q4	$232K	Buy	2,050 +55	+3%	+$10.4K	0.18%	26
2022 Q3	$529K	Hold	1,995	–	–	0.45%	13
2022 Q2	$500K	Sell	1,995 -105	-5%	-$28.7K	0.39%	16
2022 Q1	$613K	Hold	2,100	–	–	0.44%	15
2021 Q4	$739K	Hold	2,100	–	–	0.47%	15
2021 Q3	$555K	Hold	2,100	–	–	0.37%	17
2021 Q2	$452K	Sell	2,100 -150	-7%	-$32.6K	0.31%	19
2021 Q1	$554K	Sell	2,250 -252	-10%	-$63.3K	0.38%	16
2020 Q4	$681K	Buy	2,502 +102	+4%	+$17.4K	0.53%	14
2020 Q3	$337K	Buy	2,400 +825	+52%	+$97.4K	0.28%	18
2020 Q2	$27K	Hold	1,575	–	–	0.02%	81
2020 Q1	$19K	Sell	1,575 -1,425	-48%	-$59.1K	0.02%	88
2019 Q4	$94K	Buy	+3,000	New	+$65.1K	0.08%	43

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return