Trademark Financial Management’s Tesla TSLA Stock Holding History

Trademark Financial Management’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 Q1	–	Sell	-1,015	Closed	-$252K	–	88
2023 Q4	$252K	Buy	+1,015	New	+$241K	0.19%	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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Trademark Financial Management's TSLA Position: Q1 2024 in Review

Trademark Financial Management sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,015 shares — an estimated $252K sold.

Trademark Financial Management first reported a position in TSLA in Q4 2023 and held it in 1 quarter. The position peaked at $252K in Q4 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Trademark Financial Management reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Trademark Financial Management sold 1,015 Tesla shares in Q1 2024, an estimated $252K.
Trademark Financial Management first reported a position in Tesla in Q4 2023 and held it in 1 quarter.
Trademark Financial Management's Tesla position peaked at $252K in Q4 2023.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.