Talbot Financial’s Tesla TSLA Stock Holding History

Talbot Financial’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	–	Sell	-1,749	Closed	-$346K	–	65
2024 Q2	$346K	Buy	1,749 +533	+44%	+$93.2K	0.04%	53
2024 Q1	$214K	Buy	1,216 +324	+36%	+$63.3K	0.03%	59
2023 Q4	$222K	Buy	+892	New	+$212K	0.03%	55

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Talbot Financial's TSLA Position: Q3 2024 in Review

Talbot Financial sold out of Tesla (TSLA) in Q3 2024, closing a stake of 1,749 shares — an estimated $346K sold.

Talbot Financial first reported a position in TSLA in Q4 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2024. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Talbot Financial reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
Talbot Financial sold 1,749 Tesla shares in Q3 2024, an estimated $346K.
Talbot Financial first reported a position in Tesla in Q4 2023 and held it in 3 quarters.
Talbot Financial's Tesla position peaked at $346K in Q2 2024.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Talbot Financial's 13F filing for Q3 2024, filed 8 Oct 2024.