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Summit Asset Management’s Tesla TSLA Stock Holding History

Summit Asset Management’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
Q2 		– Sell
-2,028
Closed -$728K – 163
2022
Q1 		$728K Sell
2,028
-285
-12% -$88.8K 0.21% 66
2021
Q4 		$815K Hold
2,313
– – 0.23% 61
2021
Q3 		$598K Sell
2,313
-210
-8% -$49.4K 0.19% 75
2021
Q2 		$572K Hold
2,523
– – 0.18% 73
2021
Q1 		$562K Hold
2,523
– – 0.19% 72
2020
Q4 		$593K Buy
2,523
+30
+1% +$5.12K 0.22% 66
2020
Q3 		$357K Sell
2,493
-687
-22% -$81.1K 0.15% 85
2020
Q2 		$229K Buy
+3,180
New +$172K 0.1% 110

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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

Summit Asset Management's TSLA Position: Q2 2022 in Review

Summit Asset Management sold out of Tesla (TSLA) in Q2 2022, closing a stake of 2,028 shares — an estimated $728K sold.

Summit Asset Management first reported a position in TSLA in Q2 2020 and held it in 8 quarters. The position peaked at $815K in Q4 2021. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Summit Asset Management reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
  • Summit Asset Management sold 2,028 Tesla shares in Q2 2022, an estimated $728K.
  • Summit Asset Management first reported a position in Tesla in Q2 2020 and held it in 8 quarters.
  • Summit Asset Management's Tesla position peaked at $815K in Q4 2021.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Summit Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.