Sweet Financial Partners’s Tesla TSLA Stock Holding History

Sweet Financial Partners’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 Q3	$315K	Sell	1,205 -3	-0.2%	-$684	0.07%	164
2024 Q2	$239K	Sell	1,208 -384	-24%	-$67.1K	0.05%	174
2024 Q1	$280K	Buy	1,592 +59	+4%	+$11.5K	0.06%	170
2023 Q4	$381K	Sell	1,533 -20	-1%	-$4.75K	0.09%	137
2023 Q3	$389K	Buy	1,553 +87	+6%	+$22.3K	0.1%	128
2023 Q2	$384K	Buy	1,466 +53	+4%	+$10.6K	0.1%	125
2023 Q1	$293K	Buy	+1,413	New	+$246K	0.08%	145
2022 Q4	–	Sell	-1,272	Closed	-$337K	–	175
2022 Q3	$337K	Sell	1,272 -144	-10%	-$40.2K	0.11%	119
2022 Q2	$318K	Buy	1,416 +234	+20%	+$63.9K	0.1%	124
2022 Q1	$425K	Buy	1,182 +477	+68%	+$149K	0.11%	110
2021 Q4	$248K	Buy	+705	New	+$236K	0.1%	129

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sweet Financial Partners's TSLA Position: Q3 2024 in Review

Sweet Financial Partners reduced its Tesla (TSLA) stake by 0.25% in Q3 2024, selling an estimated $684 and leaving 1,205 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #164.

Sweet Financial Partners first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $425K in Q1 2022. 3,188 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Sweet Financial Partners held 1,205 shares of Tesla worth $315K as of Q3 2024.
Sweet Financial Partners sold 3 Tesla shares in Q3 2024, an estimated $684.
Tesla made up 0.07% of Sweet Financial Partners's portfolio in Q3 2024, its #164 holding.
Sweet Financial Partners first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
Sweet Financial Partners's Tesla position peaked at $425K in Q1 2022.
3,188 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.