Lee Financial Group Hawaii’s Tesla TSLA Stock Holding History

Lee Financial Group Hawaii’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 Q3	–	Sell	-1,106	Closed	-$230K	–	31
2023 Q2	$230K	Buy	1,106 +16	+1%	+$3.2K	0.21%	29
2023 Q1	$226K	Buy	+1,090	New	+$190K	0.23%	25
2022 Q4	–	Sell	-262,598	Closed	-$990K	–	34
2022 Q3	$990K	Buy	262,598 +261,608	+26,425%	+$73.1M	0.8%	16
2022 Q2	$222K	Sell	990 -372	-27%	-$102K	0.22%	31
2022 Q1	$552K	Buy	+1,362	New	+$424K	0.38%	24
2021 Q4	–	Sell	-990	Closed	-$256K	–	39
2021 Q3	$256K	Hold	990	–	–	0.19%	36
2021 Q2	$224K	Buy	+990	New	+$215K	0.16%	36
2018 Q2	–	Sell	-137,565	Closed	-$2.44M	–	32
2018 Q1	$2.44M	Sell	137,565 -7,110	-5%	-$156K	2.35%	17
2017 Q4	$3M	Buy	+144,675	New	+$3.15M	2.79%	12

Other funds holding TSLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lee Financial Group Hawaii's TSLA Position: Q3 2023 in Review

Lee Financial Group Hawaii sold out of Tesla (TSLA) in Q3 2023, closing a stake of 1,106 shares — an estimated $230K sold.

Lee Financial Group Hawaii first reported a position in TSLA in Q4 2017 and held it in 9 quarters. The position peaked at $3M in Q4 2017. 2,932 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Lee Financial Group Hawaii reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
Lee Financial Group Hawaii sold 1,106 Tesla shares in Q3 2023, an estimated $230K.
Lee Financial Group Hawaii first reported a position in Tesla in Q4 2017 and held it in 9 quarters.
Lee Financial Group Hawaii's Tesla position peaked at $3M in Q4 2017.
2,932 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q3 2023, filed 18 Oct 2023.