Norwood Financial’s Tesla TSLA Stock Holding History

Norwood 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
2024 Q1	$5.27K	Hold	30	–	–	0.01%	256
2023 Q4	$7.45K	Hold	30	–	–	0.01%	234
2023 Q3	$7.51K	Hold	30	–	–	0.01%	234
2023 Q2	$7.85K	Hold	30	–	–	0.01%	236
2023 Q1	$6.22K	Hold	30	–	–	0.01%	237
2022 Q4	$3.69K	Hold	30	–	–	0.01%	256
2022 Q3	$8K	Hold	30	–	–	0.01%	228
2022 Q2	$7K	Hold	30	–	–	0.01%	228
2022 Q1	$11K	Hold	30	–	–	0.02%	214
2021 Q4	$11K	Buy	+30	New	+$10.1K	0.02%	215

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norwood Financial's TSLA Position: Q1 2024 in Review

Norwood Financial held its Tesla (TSLA) position steady in Q1 2024 at 30 shares worth $5.27K. The position accounts for 0.01% of the portfolio, ranked #256.

Norwood Financial first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $11K in Q1 2022. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Norwood Financial held 30 shares of Tesla worth $5.27K as of Q1 2024.
Norwood Financial left its Tesla share count unchanged in Q1 2024.
Tesla made up 0.01% of Norwood Financial's portfolio in Q1 2024, its #256 holding.
Norwood Financial first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's Tesla position peaked at $11K in Q1 2022.
2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.