Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$219K Buy
+825
New +$230K 0.13% 53
2022
Q2
Sell
-825
Closed -$296K 64
2022
Q1
$296K Hold
825
0.11% 47
2021
Q4
$291K Hold
825
0.11% 48
2021
Q3
$213K Buy
+825
New +$194K 0.09% 40
2021
Q1
Sell
-879
Closed -$207K 45
2020
Q4
$207K Buy
+879
New +$150K 0.1% 42

Other funds holding TSLA

HM Capital Management's TSLA Position: Q3 2022 in Review

HM Capital Management opened a new position in Tesla (TSLA) in Q3 2022: 825 shares worth $219K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings. This is a return to the name: HM Capital Management previously reported a position in TSLA as recently as Q1 2022.

HM Capital Management first reported a position in TSLA in Q4 2020 and has held it in 5 quarters since. The position peaked at $296K in Q1 2022. 2,738 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • HM Capital Management held 825 shares of Tesla worth $219K as of Q3 2022.
  • Tesla was a new HM Capital Management position in Q3 2022.
  • Tesla made up 0.13% of HM Capital Management's portfolio in Q3 2022, its #53 holding.
  • HM Capital Management first reported a position in Tesla in Q4 2020 and has held it in 5 quarters since.
  • HM Capital Management's Tesla position peaked at $296K in Q1 2022.
  • 2,738 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.