Navigation Wealth Management’s Tesla TSLA Stock Holding History

Navigation Wealth Management’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	-30	Closed	-$8K	–	43
2022 Q3	$8K	Hold	30	–	–	0.86%	18
2022 Q2	$7K	Hold	30	–	–	0.78%	16
2022 Q1	$11K	Hold	30	–	–	0.1%	14
2021 Q4	$10K	Hold	30	–	–	0.01%	34
2021 Q3	$8K	Hold	30	–	–	0.05%	37
2021 Q2	$7K	Hold	30	–	–	0.01%	38
2021 Q1	$7K	Buy	+30	New	+$7.53K	0.01%	35

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

Navigation Wealth Management's TSLA Position: Q4 2022 in Review

Navigation Wealth Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 30 shares — an estimated $8K sold.

Navigation Wealth Management first reported a position in TSLA in Q1 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Navigation Wealth Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
Navigation Wealth Management sold 30 Tesla shares in Q4 2022, an estimated $8K.
Navigation Wealth Management first reported a position in Tesla in Q1 2021 and held it in 7 quarters.
Navigation Wealth Management's Tesla position peaked at $11K in Q1 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.