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Beacon Pointe Wealth Advisors’s Tesla TSLA Stock Holding History

Beacon Pointe Wealth Advisors’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 		$250K Sell
8,970
-6,390
-42% -$139K 0.05% 235
2019
Q3 		$247K Buy
+15,360
New +$240K 0.05% 225

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

Beacon Pointe Wealth Advisors's TSLA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Tesla (TSLA) stake by 42% in Q4 2019, selling an estimated $139K and leaving 8,970 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #235.

Beacon Pointe Wealth Advisors first reported a position in TSLA in Q3 2019 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold TSLA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 8,970 shares of Tesla worth $250K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 6,390 Tesla shares in Q4 2019, an estimated $139K.
  • Tesla made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #235 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Tesla in Q3 2019 and has held it in 2 quarters since.
  • 928 funds tracked by Wall St. Rank held Tesla as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.