Lipe & Dalton’s Tesla TSLA Stock Holding History

Lipe & Dalton’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 Q2	–	Sell	-345	Closed	-$124K	–	105
2022 Q1	$124K	Buy	+345	New	+$107K	0.06%	87
2020 Q3	–	Sell	-2,895	Closed	-$208K	–	99
2020 Q2	$208K	Buy	+2,895	New	+$157K	0.15%	67

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Lipe & Dalton's TSLA Position: Q2 2022 in Review

Lipe & Dalton sold out of Tesla (TSLA) in Q2 2022, closing a stake of 345 shares — an estimated $124K sold.

Lipe & Dalton first reported a position in TSLA in Q2 2020 and held it in 2 quarters. The position peaked at $208K in Q2 2020. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

Lipe & Dalton reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
Lipe & Dalton sold 345 Tesla shares in Q2 2022, an estimated $124K.
Lipe & Dalton first reported a position in Tesla in Q2 2020 and held it in 2 quarters.
Lipe & Dalton's Tesla position peaked at $208K in Q2 2020.
2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Lipe & Dalton's 13F filing for Q2 2022, filed 1 Aug 2022.