Summit X LLC’s Tesla TSLA Stock Holding History

Summit X LLC’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
2025 Q3	–	Sell	-4,609	Closed	-$1.46M	–	213
2025 Q2	$1.46M	Buy	4,609 +52	+1%	+$15.7K	0.27%	69
2025 Q1	$1.18M	Sell	4,557 -1,039	-19%	-$346K	0.25%	78
2024 Q4	$2.26M	Sell	5,596 -741	-12%	-$238K	0.5%	41
2024 Q3	$1.25M	Sell	6,337 -615	-9%	-$140K	0.31%	69
2024 Q2	$1.41M	Buy	6,952 +116	+2%	+$20.3K	0.32%	68
2024 Q1	$1.2M	Buy	6,836 +1,382	+25%	+$270K	0.31%	67
2023 Q4	$1.36M	Buy	5,454 +968	+22%	+$230K	0.39%	56
2023 Q3	$1.12M	Sell	4,486 -386	-8%	-$99.2K	0.36%	62
2023 Q2	$1.28M	Buy	4,872 +465	+11%	+$93K	0.31%	63
2023 Q1	$910K	Buy	4,407 +2,945	+201%	+$514K	0.24%	87
2022 Q4	$986K	Sell	1,462 -3,038	-68%	-$575K	0.29%	79
2022 Q3	$1.19M	Buy	4,500 +108	+2%	+$30.2K	0.35%	65
2022 Q2	$980K	Buy	4,392 +90	+2%	+$24.6K	0.28%	80
2022 Q1	$1.53M	Buy	4,302 +2,280	+113%	+$710K	0.38%	59
2021 Q4	$712K	Buy	2,022 +132	+7%	+$44.3K	0.17%	124
2021 Q3	$493K	Sell	1,890 -378	-17%	-$89K	0.12%	170
2021 Q2	$513K	Buy	2,268 +42	+2%	+$9.12K	0.13%	165
2021 Q1	$497K	Buy	2,226 +36	+2%	+$9.04K	0.14%	160
2020 Q4	$518K	Sell	2,190 -51	-2%	-$8.7K	0.15%	146
2020 Q3	$10.3K	Buy	+2,241	New	+$265K	0.17%	80

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return