SBK Financial’s Tesla TSLA Stock Holding History

SBK 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
2022 Q1	–	Sell	-450	Closed	-$159K	–	124
2021 Q4	$159K	Buy	+450	New	+$151K	0.13%	81

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SBK Financial's TSLA Position: Q1 2022 in Review

SBK Financial sold out of Tesla (TSLA) in Q1 2022, closing a stake of 450 shares — an estimated $159K sold.

SBK Financial first reported a position in TSLA in Q4 2021 and held it in 1 quarter. The position peaked at $159K in Q4 2021. 2,802 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

SBK Financial reported no remaining Tesla position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 450 Tesla shares in Q1 2022, an estimated $159K.
SBK Financial first reported a position in Tesla in Q4 2021 and held it in 1 quarter.
SBK Financial's Tesla position peaked at $159K in Q4 2021.
2,802 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.