SFPG
TSLA icon

Stonebridge Financial Planning Group’s Tesla TSLA Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-393
Closed -$111K – 345
2021
Q4 		$111K Buy
393
+18
+5% +$6.04K 0.06% 152
2021
Q3 		$152K Sell
375
-105
-22% -$24.7K 0.07% 140
2021
Q2 		$110K Hold
480
– – 0.06% 154
2021
Q1 		$112K Buy
480
+30
+7% +$7.53K 0.07% 149
2020
Q4 		$106K Hold
450
– – 0.07% 147
2020
Q3 		$66K Buy
450
+150
+50% +$17.7K 0.05% 160
2020
Q2 		$24K Buy
+300
New +$16.2K 0.02% 242

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's TSLA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Tesla (TSLA) in Q1 2022, closing a stake of 393 shares — an estimated $111K sold.

Stonebridge Financial Planning Group first reported a position in TSLA in Q2 2020 and held it in 7 quarters. The position peaked at $152K in Q3 2021. 2,799 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Tesla position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 393 Tesla shares in Q1 2022, an estimated $111K.
  • Stonebridge Financial Planning Group first reported a position in Tesla in Q2 2020 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's Tesla position peaked at $152K in Q3 2021.
  • 2,799 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.