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Steward Financial Group’s Tesla TSLA Stock Holding History

Steward Financial Group’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
2023
Q3 		$427K Sell
1,707
-52
-3% -$13.4K 0.14% 40
2023
Q2 		$460K Buy
1,759
+488
+38% +$97.6K 0.15% 39
2023
Q1 		$263K Sell
1,271
-126
-9% -$22K 0.09% 38
2022
Q4 		$172K Sell
1,397
-22
-2% -$4.17K 0.09% 39
2022
Q3 		$376K Hold
1,419
– – 0.28% 31
2022
Q2 		$318K Buy
1,419
+21
+2% +$5.73K 0.26% 27
2022
Q1 		$502K Sell
1,398
-225
-14% -$70.1K 0.45% 14
2021
Q4 		$571K Buy
+1,623
New +$544K 0.53% 10

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's TSLA Position: Q3 2023 in Review

Steward Financial Group reduced its Tesla (TSLA) stake by 3% in Q3 2023, selling an estimated $13.4K and leaving 1,707 shares worth $427K. The position accounts for 0.14% of the portfolio, ranked #40.

Steward Financial Group first reported a position in TSLA in Q4 2021 and has held it in 8 quarters since. The position peaked at $571K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Steward Financial Group held 1,707 shares of Tesla worth $427K as of Q3 2023.
  • Steward Financial Group sold 52 Tesla shares in Q3 2023, an estimated $13.4K.
  • Tesla made up 0.14% of Steward Financial Group's portfolio in Q3 2023, its #40 holding.
  • Steward Financial Group first reported a position in Tesla in Q4 2021 and has held it in 8 quarters since.
  • Steward Financial Group's Tesla position peaked at $571K in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.