Lehman & Derafelo Financial Resources’s Tesla TSLA Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-1,558	Closed	-$413K	–	183
2022 Q3	$413K	Buy	1,558 +190	+14%	+$53.1K	0.13%	62
2022 Q2	$307K	Buy	1,368 +186	+16%	+$50.8K	0.1%	79
2022 Q1	$425K	Hold	1,182	–	–	0.12%	71
2021 Q4	$416K	Sell	1,182 -858	-42%	-$288K	0.13%	64
2021 Q3	$527K	Sell	2,040 -150	-7%	-$35.3K	0.17%	59
2021 Q2	$496K	Buy	2,190 +183	+9%	+$39.7K	0.14%	65
2021 Q1	$447K	Sell	2,007 -984	-33%	-$247K	0.13%	72
2020 Q4	$704K	Buy	2,991 +495	+20%	+$84.5K	0.21%	58
2020 Q3	$357K	Buy	+2,496	New	+$295K	0.11%	90

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's TSLA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Tesla (TSLA) in Q4 2022, closing a stake of 1,558 shares — an estimated $413K sold.

Lehman & Derafelo Financial Resources first reported a position in TSLA in Q3 2020 and held it in 9 quarters. The position peaked at $704K in Q4 2020. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,558 Tesla shares in Q4 2022, an estimated $413K.
Lehman & Derafelo Financial Resources first reported a position in Tesla in Q3 2020 and held it in 9 quarters.
Lehman & Derafelo Financial Resources's Tesla position peaked at $704K in Q4 2020.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.