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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HBC Financial Services's TSLA Position: Q4 2024 in Review

HBC Financial Services reduced its Tesla (TSLA) stake by 9.4% in Q4 2024, selling an estimated $91.4K and leaving 2,722 shares worth $1.1M. The position accounts for 0.67% of the portfolio, ranked #13.

HBC Financial Services first reported a position in TSLA in Q4 2019 and has held it in 21 quarters since. 3,912 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • HBC Financial Services held 2,722 shares of Tesla worth $1.1M as of Q4 2024.
  • HBC Financial Services sold 284 Tesla shares in Q4 2024, an estimated $91.4K.
  • Tesla made up 0.67% of HBC Financial Services's portfolio in Q4 2024, its #13 holding.
  • HBC Financial Services first reported a position in Tesla in Q4 2019 and has held it in 21 quarters since.
  • 3,912 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.