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Planning Center Inc’s Tesla TSLA Stock Holding History

Planning Center Inc’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
-1,863
Closed -$403K – 71
2022
Q3 		$403K Sell
1,863
-792
-30% -$221K 0.32% 23
2022
Q2 		$615K Buy
2,655
+180
+7% +$49.1K 0.48% 18
2022
Q1 		$889K Sell
2,475
-15
-0.6% -$4.67K 2.55% 11
2021
Q4 		$752K Buy
+2,490
New +$835K 0.6% 16

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Center Inc's TSLA Position: Q4 2022 in Review

Planning Center Inc sold out of Tesla (TSLA) in Q4 2022, closing a stake of 1,863 shares — an estimated $403K sold.

Planning Center Inc first reported a position in TSLA in Q4 2021 and held it in 4 quarters. The position peaked at $889K in Q1 2022. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Planning Center Inc reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Planning Center Inc sold 1,863 Tesla shares in Q4 2022, an estimated $403K.
  • Planning Center Inc first reported a position in Tesla in Q4 2021 and held it in 4 quarters.
  • Planning Center Inc's Tesla position peaked at $889K in Q1 2022.
  • 2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Planning Center Inc's 13F filing for Q4 2022, filed 30 Jan 2023.