Okabena Investment Services’s Tesla TSLA Stock Holding History

Okabena Investment Services’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
2023 Q2	–	Sell	-11	Closed	-$2.28K	–	238
2023 Q1	$2.28K	Sell	11 -115	-91%	-$20.1K	﹤0.01%	163
2022 Q4	$20.8K	Buy	+126	New	+$23.9K	0.01%	111

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Okabena Investment Services's TSLA Position: Q2 2023 in Review

Okabena Investment Services sold out of Tesla (TSLA) in Q2 2023, closing a stake of 11 shares — an estimated $2.28K sold.

Okabena Investment Services first reported a position in TSLA in Q4 2022 and held it in 2 quarters. The position peaked at $20.8K in Q4 2022. 2,915 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Okabena Investment Services reported no remaining Tesla position as of Q2 2023 after selling out during the quarter.
Okabena Investment Services sold 11 Tesla shares in Q2 2023, an estimated $2.28K.
Okabena Investment Services first reported a position in Tesla in Q4 2022 and held it in 2 quarters.
Okabena Investment Services's Tesla position peaked at $20.8K in Q4 2022.
2,915 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.