Rockwood Wealth Management’s Tesla TSLA Stock Holding History

Rockwood Wealth Management’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 Q1	–	Sell	-1,950	Closed	-$687K	–	119
2021 Q4	$687K	Buy	+1,950	New	+$654K	0.31%	34

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

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

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

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

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

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

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

Rockwood Wealth Management's TSLA Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Tesla (TSLA) in Q1 2022, closing a stake of 1,950 shares — an estimated $687K sold.

Rockwood Wealth Management first reported a position in TSLA in Q4 2021 and held it in 1 quarter. The position peaked at $687K in Q4 2021. 2,800 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

Rockwood Wealth Management reported no remaining Tesla position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 1,950 Tesla shares in Q1 2022, an estimated $687K.
Rockwood Wealth Management first reported a position in Tesla in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Tesla position peaked at $687K in Q4 2021.
2,800 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.