Stewart & Patten Company’s Tesla TSLA Stock Holding History

Stewart & Patten Company’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	-1,042	Closed	-$259K	–	97
2023 Q4	$259K	Hold	1,042	–	–	0.04%	84
2023 Q3	$261K	Hold	1,042	–	–	0.05%	73
2023 Q2	$273K	Buy	+1,042	New	+$208K	0.04%	74
2022 Q4	–	Sell	-849	Closed	-$225K	–	93
2022 Q3	$225K	Buy	+849	New	+$237K	0.04%	81
2022 Q2	–	Sell	-849	Closed	-$305K	–	92
2022 Q1	$305K	Sell	849 -87	-9%	-$27.1K	0.05%	73
2021 Q4	$330K	Hold	936	–	–	0.05%	72
2021 Q3	$242K	Hold	936	–	–	0.04%	80
2021 Q2	$212K	Buy	+936	New	+$203K	0.03%	90

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

Stewart & Patten Company's TSLA Position: Q1 2024 in Review

Stewart & Patten Company sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,042 shares — an estimated $259K sold.

Stewart & Patten Company first reported a position in TSLA in Q2 2021 and held it in 8 quarters. The position peaked at $330K in Q4 2021. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Stewart & Patten Company reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Stewart & Patten Company sold 1,042 Tesla shares in Q1 2024, an estimated $259K.
Stewart & Patten Company first reported a position in Tesla in Q2 2021 and held it in 8 quarters.
Stewart & Patten Company's Tesla position peaked at $330K in Q4 2021.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Stewart & Patten Company's 13F filing for Q1 2024, filed 18 Apr 2024.