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Peak Financial Advisors’s Tesla TSLA Stock Holding History

Peak Financial Advisors’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
-756
Closed -$272K – 87
2022
Q1 		$272K Sell
756
-15
-2% -$4.67K 0.23% 67
2021
Q4 		$272K Sell
771
-1,047
-58% -$351K 0.21% 63
2021
Q3 		$470K Hold
1,818
– – 0.41% 40
2021
Q2 		$412K Buy
1,818
+312
+21% +$67.7K 0.35% 52
2021
Q1 		$335K Sell
1,506
-1,494
-50% -$375K 0.28% 57
2020
Q4 		$706K Buy
+3,000
New +$512K 0.61% 43

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Peak Financial Advisors's TSLA Position: Q2 2022 in Review

Peak Financial Advisors sold out of Tesla (TSLA) in Q2 2022, closing a stake of 756 shares — an estimated $272K sold.

Peak Financial Advisors first reported a position in TSLA in Q4 2020 and held it in 6 quarters. The position peaked at $706K in Q4 2020. 2,624 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Peak Financial Advisors reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 756 Tesla shares in Q2 2022, an estimated $272K.
  • Peak Financial Advisors first reported a position in Tesla in Q4 2020 and held it in 6 quarters.
  • Peak Financial Advisors's Tesla position peaked at $706K in Q4 2020.
  • 2,624 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.