Security National Trust’s Tesla TSLA Stock Holding History

Security National Trust’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	$187K	Hold	825	–	–	0.04%	167
2021 Q2	$187K	Hold	825	–	–	0.04%	173
2021 Q1	$184K	Hold	825	–	–	0.04%	170
2020 Q4	$194K	Buy	825 +30	+4%	+$5.12K	0.05%	163
2020 Q3	$113K	Buy	795 +45	+6%	+$5.31K	0.03%	195
2020 Q2	$54K	Sell	750 -135	-15%	-$7.3K	0.02%	247
2020 Q1	$31K	Hold	885	–	–	0.01%	276
2019 Q4	$25K	Buy	885 +135	+18%	+$2.93K	0.01%	304
2019 Q3	$12K	Hold	750	–	–	﹤0.01%	313
2019 Q2	$11K	Hold	750	–	–	﹤0.01%	326
2019 Q1	$14K	Hold	750	–	–	﹤0.01%	317
2018 Q4	$17K	Hold	750	–	–	0.01%	284
2018 Q3	$13K	Hold	750	–	–	﹤0.01%	324
2018 Q2	$17K	Hold	750	–	–	0.01%	317
2018 Q1	$13K	Hold	750	–	–	﹤0.01%	328
2017 Q4	$16K	Hold	750	–	–	0.01%	314
2017 Q3	$17K	Hold	750	–	–	0.01%	317
2017 Q2	$18K	Hold	750	–	–	0.01%	331
2017 Q1	$14K	Hold	750	–	–	﹤0.01%	340
2016 Q4	$11K	Hold	750	–	–	﹤0.01%	362
2016 Q3	$10K	Hold	750	–	–	﹤0.01%	379
2016 Q2	$11K	Hold	750	–	–	﹤0.01%	365
2016 Q1	$11K	Hold	750	–	–	﹤0.01%	371
2015 Q4	$12K	Hold	750	–	–	﹤0.01%	359
2015 Q3	$12K	Buy	+750	New	+$12.7K	﹤0.01%	364
2014 Q2	–	Sell	-300	Closed	-$4K	–	541
2014 Q1	$4K	Hold	300	–	–	﹤0.01%	481
2013 Q4	$3K	Hold	300	–	–	﹤0.01%	491
2013 Q3	$4K	Buy	+300	New	+$2.97K	﹤0.01%	457

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Security National Trust's TSLA Position: Q3 2021 in Review

Security National Trust held its Tesla (TSLA) position steady in Q3 2021 at 825 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #167.

Security National Trust first reported a position in TSLA in Q3 2013 and has held it in 28 quarters since. The position peaked at $194K in Q4 2020. 2,250 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

Security National Trust held 825 shares of Tesla worth $187K as of Q3 2021.
Security National Trust left its Tesla share count unchanged in Q3 2021.
Tesla made up 0.04% of Security National Trust's portfolio in Q3 2021, its #167 holding.
Security National Trust first reported a position in Tesla in Q3 2013 and has held it in 28 quarters since.
Security National Trust's Tesla position peaked at $194K in Q4 2020.
2,250 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.