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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
Q3 		– Sell
-30
Closed -$1K – 5422
2019
Q2 		$1K Hold
30
– – ﹤0.01% 5149
2019
Q1 		$1K Sell
30
-120
-80% -$2.41K ﹤0.01% 5120
2018
Q4 		$1K Buy
150
+45
+43% +$968 ﹤0.01% 5014
2018
Q3 		$1K Sell
105
-30
-22% -$625 ﹤0.01% 5009
2018
Q2 		$2K Buy
135
+105
+350% +$2.13K ﹤0.01% 4700
2018
Q1 		$1K Buy
+30
New +$660 ﹤0.01% 4859
2017
Q3 		– Sell
-1,200
Closed -$1K – 4947
2017
Q2 		$1K Buy
+1,200
New +$26.4K ﹤0.01% 4679
2017
Q1 		– Sell
-165
Closed -$1K – 4802
2016
Q4 		$1K Buy
+165
New +$2.17K ﹤0.01% 4403

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.