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Tesla Motors shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Tesla Motors

Tip: Access up to 7 years of quarterly data

All positions including Tesla Motors held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tesla Motors by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 17k 175.79
2023-12-31 $4.2M 17k 248.48
2023-09-30 $4.2M 17k 250.22
2023-06-30 $4.4M 17k 261.77
2023-03-31 $3.5M 17k 207.46
2022-12-31 $2.1M 17k 123.18

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Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Tesla Motors

Vanguard Group
Citadel Advisors
Goldman Sachs Group
Norges Bank Investment Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Baillie Gifford & Co
Bamco
Barclays
Millennium Management
Ubs Global Asset Management Americas
Charles Schwab Investment Management

View all funds holding Tesla Motors