Level Four Financial’s Tesla TSLA Stock Holding History

Level Four Financial’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
2021 Q3	$1.39M	Buy	5,394 +222	+4%	+$52.3K	0.61%	40
2021 Q2	$1.17M	Sell	5,172 -1,554	-23%	-$337K	0.49%	51
2021 Q1	$1.5M	Sell	6,726 -11,865	-64%	-$2.98M	0.69%	34
2020 Q4	$4.37M	Buy	+18,591	New	+$3.17M	1.89%	7

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Level Four Financial's TSLA Position: Q3 2021 in Review

Level Four Financial increased its Tesla (TSLA) stake by 4.3% in Q3 2021, buying an estimated $52.3K and bringing the position to 5,394 shares worth $1.39M. The position accounts for 0.61% of the portfolio, ranked #40.

Level Four Financial first reported a position in TSLA in Q4 2020 and has held it in 4 quarters since. The position peaked at $4.37M in Q4 2020. 2,250 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

Level Four Financial held 5,394 shares of Tesla worth $1.39M as of Q3 2021.
Level Four Financial bought 222 Tesla shares in Q3 2021, an estimated $52.3K.
Tesla made up 0.61% of Level Four Financial's portfolio in Q3 2021, its #40 holding.
Level Four Financial first reported a position in Tesla in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Tesla position peaked at $4.37M in Q4 2020.
2,250 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.