Sharkey, Howes & Javer’s Tesla TSLA Stock Holding History

Sharkey, Howes & Javer’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
2026 Q2	$278K	Buy	+662	New	+$263K	0.03%	142
2019 Q3	–	Sell	-150	Closed	-$2K	–	163
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	185
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	186
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	184
2018 Q3	$3K	Hold	150	–	–	﹤0.01%	201
2018 Q2	$3K	Sell	150 -150	-50%	-$3.05K	﹤0.01%	189
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	166
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	166
2017 Q3	$7K	Hold	300	–	–	﹤0.01%	158
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	160
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	174
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	189
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	189
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	194
2016 Q1	$5K	Buy	300 +150	+100%	+$1.97K	﹤0.01%	201
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	227
2015 Q3	$3K	Hold	150	–	–	﹤0.01%	207
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	180
2015 Q1	$2K	Buy	+150	New	+$2.02K	﹤0.01%	209

Other funds holding TSLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return