Schear Investment Advisers’s Tesla TSLA Stock Holding History

Schear Investment Advisers’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
2024 Q1	–	Sell	-1,314	Closed	-$327K	–	87
2023 Q4	$327K	Sell	1,314 -195	-13%	-$46.3K	0.31%	71
2023 Q3	$378K	Sell	1,509 -26	-2%	-$6.68K	0.41%	67
2023 Q2	$402K	Sell	1,535 -37	-2%	-$7.4K	0.42%	65
2023 Q1	$326K	Buy	+1,572	New	+$274K	0.39%	73

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Schear Investment Advisers's TSLA Position: Q1 2024 in Review

Schear Investment Advisers sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,314 shares — an estimated $327K sold.

Schear Investment Advisers first reported a position in TSLA in Q1 2023 and held it in 4 quarters. The position peaked at $402K in Q2 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Schear Investment Advisers reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Schear Investment Advisers sold 1,314 Tesla shares in Q1 2024, an estimated $327K.
Schear Investment Advisers first reported a position in Tesla in Q1 2023 and held it in 4 quarters.
Schear Investment Advisers's Tesla position peaked at $402K in Q2 2023.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Schear Investment Advisers's 13F filing for Q1 2024, filed 1 May 2024.