TCWP’s Tesla TSLA Stock Holding History

TCWP’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
2023 Q1	–	Sell	-1,657	Closed	-$205K	–	288
2022 Q4	$205K	Buy	1,657 +269	+19%	+$50.9K	0.04%	245
2022 Q3	$368K	Buy	1,388 +254	+22%	+$70.9K	0.08%	175
2022 Q2	$254K	Sell	1,134 -4,035	-78%	-$1.1M	0.05%	227
2022 Q1	$1.86M	Sell	5,169 -663	-11%	-$207K	0.34%	81
2021 Q4	$2.05M	Buy	+5,832	New	+$1.96M	0.41%	72

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCWP's TSLA Position: Q1 2023 in Review

TCWP sold out of Tesla (TSLA) in Q1 2023, closing a stake of 1,657 shares — an estimated $205K sold.

TCWP first reported a position in TSLA in Q4 2021 and held it in 5 quarters. The position peaked at $2.05M in Q4 2021. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

TCWP reported no remaining Tesla position as of Q1 2023 after selling out during the quarter.
TCWP sold 1,657 Tesla shares in Q1 2023, an estimated $205K.
TCWP first reported a position in Tesla in Q4 2021 and held it in 5 quarters.
TCWP's Tesla position peaked at $2.05M in Q4 2021.
2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.