Novak Financial Planning’s Tesla TSLA Stock Holding History

Novak Financial Planning’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 Q2	$310K	Hold	1,368	–	–	0.15%	103
2021 Q1	$305K	Buy	1,368 +66	+5%	+$16.6K	0.17%	100
2020 Q4	$306K	Buy	+1,302	New	+$222K	0.18%	91

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Novak Financial Planning's TSLA Position: Q2 2021 in Review

Novak Financial Planning held its Tesla (TSLA) position steady in Q2 2021 at 1,368 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #103.

Novak Financial Planning first reported a position in TSLA in Q4 2020 and has held it in 3 quarters since. 2,169 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

Novak Financial Planning held 1,368 shares of Tesla worth $310K as of Q2 2021.
Novak Financial Planning left its Tesla share count unchanged in Q2 2021.
Tesla made up 0.15% of Novak Financial Planning's portfolio in Q2 2021, its #103 holding.
Novak Financial Planning first reported a position in Tesla in Q4 2020 and has held it in 3 quarters since.
2,169 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.