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Advisor Group’s Tesla TSLA Stock Holding History

Advisor Group’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
2019
Q4 		$7.63M Buy
273,435
+35,010
+15% +$759K 0.05% 291
2019
Q3 		$3.83M Sell
238,425
-4,995
-2% -$78.2K 0.03% 509
2019
Q2 		$3.63M Buy
243,420
+31,245
+15% +$486K 0.03% 517
2019
Q1 		$3.96M Buy
212,175
+26,610
+14% +$534K 0.03% 447
2018
Q4 		$4.12M Sell
185,565
-18,240
-9% -$392K 0.04% 367
2018
Q3 		$3.6M Sell
203,805
-5,100
-2% -$106K 0.04% 433
2018
Q2 		$4.78M Sell
208,905
-43,185
-17% -$878K 0.07% 256
2018
Q1 		$4.47M Buy
252,090
+4,395
+2% +$96.7K 0.06% 275
2017
Q4 		$5.14M Buy
247,695
+31,305
+14% +$681K 0.07% 252
2017
Q3 		$4.92M Buy
216,390
+25,980
+14% +$599K 0.08% 229
2017
Q2 		$4.59M Buy
190,410
+14,610
+8% +$322K 0.08% 237
2017
Q1 		$3.26M Buy
175,800
+13,995
+9% +$237K 0.07% 305
2016
Q4 		$2.3M Sell
161,805
-2,445
-1% -$32.1K 0.05% 385
2016
Q3 		$2.23M Buy
164,250
+10,230
+7% +$148K 0.05% 368
2016
Q2 		$2.18M Buy
+154,020
New +$2.33M 0.06% 349

Other funds holding TSLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisor Group's TSLA Position: Q4 2019 in Review

Advisor Group increased its Tesla (TSLA) stake by 15% in Q4 2019, buying an estimated $759K and bringing the position to 273,435 shares worth $7.63M. The position accounts for 0.05% of the portfolio, ranked #291.

Advisor Group first reported a position in TSLA in Q2 2016 and has held it in 15 quarters since. 928 funds tracked by Wall St. Rank hold TSLA as of Q4 2019.

  • Advisor Group held 273,435 shares of Tesla worth $7.63M as of Q4 2019.
  • Advisor Group bought 35,010 Tesla shares in Q4 2019, an estimated $759K.
  • Tesla made up 0.05% of Advisor Group's portfolio in Q4 2019, its #291 holding.
  • Advisor Group first reported a position in Tesla in Q2 2016 and has held it in 15 quarters since.
  • 928 funds tracked by Wall St. Rank held Tesla as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.