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 $5.7T 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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