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Professional Planning’s Tesla TSLA Stock Holding History

Professional 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
Q3 		$5.65M Sell
21,870
-438
-2% -$103K 2.7% 7
2021
Q2 		$5.05M Sell
22,308
-2,580
-10% -$560K 2.32% 7
2021
Q1 		$5.54M Sell
24,888
-2,148
-8% -$539K 2.71% 8
2020
Q4 		$6.36M Buy
+27,036
New +$4.61M 2.57% 9
2020
Q3 		– Sell
-18,525
Closed -$1.33M – 101
2020
Q2 		$1.33M Buy
+18,525
New +$1M 0.71% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Professional Planning's TSLA Position: Q3 2021 in Review

Professional Planning reduced its Tesla (TSLA) stake by 2% in Q3 2021, selling an estimated $103K and leaving 21,870 shares worth $5.65M. The position accounts for 2.7% of the portfolio, ranked #7.

Professional Planning first reported a position in TSLA in Q2 2020 and has held it in 5 quarters since. The position peaked at $6.36M in Q4 2020. 2,248 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • Professional Planning held 21,870 shares of Tesla worth $5.65M as of Q3 2021.
  • Professional Planning sold 438 Tesla shares in Q3 2021, an estimated $103K.
  • Tesla made up 2.7% of Professional Planning's portfolio in Q3 2021, its #7 holding.
  • Professional Planning first reported a position in Tesla in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's Tesla position peaked at $6.36M in Q4 2020.
  • 2,248 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.