Safeguard Financial’s Tesla TSLA Stock Holding History

Safeguard Financial’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
2025 Q1	$761K	Buy	2,935 +3	+0.1%	+$1K	0.17%	47
2024 Q4	$1.18M	Sell	2,932 -101	-3%	-$32.5K	0.26%	35
2024 Q3	$794K	Hold	3,033	–	–	0.19%	47
2024 Q2	$600K	Buy	3,033 +500	+20%	+$87.4K	0.17%	54
2024 Q1	$445K	Sell	2,533 -7,084	-74%	-$1.38M	0.15%	58
2023 Q4	$2.39M	Buy	9,617 +7,802	+430%	+$1.85M	0.9%	14
2023 Q3	$454K	Sell	1,815 -106	-6%	-$27.2K	0.22%	45
2023 Q2	$502K	Buy	1,921 +106	+6%	+$21.2K	0.24%	42
2023 Q1	$377K	Hold	1,815	–	–	0.23%	46
2022 Q4	$224K	Buy	1,815 +453	+33%	+$85.8K	0.16%	60
2022 Q3	$361K	Sell	1,362 -9	-0.7%	-$2.51K	0.33%	42
2022 Q2	$307K	Buy	+1,371	New	+$374K	0.37%	36

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Safeguard Financial's TSLA Position: Q1 2025 in Review

Safeguard Financial increased its Tesla (TSLA) stake by 0.1% in Q1 2025, buying an estimated $1K and bringing the position to 2,935 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #47.

Safeguard Financial first reported a position in TSLA in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.39M in Q4 2023. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Safeguard Financial held 2,935 shares of Tesla worth $761K as of Q1 2025.
Safeguard Financial bought 3 Tesla shares in Q1 2025, an estimated $1K.
Tesla made up 0.17% of Safeguard Financial's portfolio in Q1 2025, its #47 holding.
Safeguard Financial first reported a position in Tesla in Q2 2022 and has held it in 12 quarters since.
Safeguard Financial's Tesla position peaked at $2.39M in Q4 2023.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.