Berman Capital Advisors’s Tesla TSLA Stock Holding History

Berman Capital 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
2021 Q3	$3.12M	Buy	12,084 +201	+2%	+$47.3K	0.49%	25
2021 Q2	$2.69M	Buy	11,883 +1,842	+18%	+$400K	0.43%	27
2021 Q1	$2.23M	Buy	10,041 +2,967	+42%	+$745K	0.47%	26
2020 Q4	$1.66M	Buy	7,074 +651	+10%	+$111K	0.4%	33
2020 Q3	$918K	Buy	6,423 +273	+4%	+$32.2K	0.26%	50
2020 Q2	$442K	Buy	6,150 +345	+6%	+$18.7K	0.12%	75
2020 Q1	$202K	Buy	5,805 +240	+4%	+$9.95K	0.07%	116
2019 Q4	$154K	Buy	5,565 +315	+6%	+$6.83K	0.04%	167
2019 Q3	$83K	Buy	5,250 +600	+13%	+$9.39K	0.03%	234
2019 Q2	$68K	Sell	4,650 -150	-3%	-$2.33K	0.02%	258
2019 Q1	$88K	Buy	4,800 +600	+14%	+$12K	0.03%	209
2018 Q4	$92K	Buy	+4,200	New	+$90.3K	0.04%	187

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's TSLA Position: Q3 2021 in Review

Berman Capital Advisors increased its Tesla (TSLA) stake by 1.7% in Q3 2021, buying an estimated $47.3K and bringing the position to 12,084 shares worth $3.12M. The position accounts for 0.49% of the portfolio, ranked #25.

Berman Capital Advisors first reported a position in TSLA in Q4 2018 and has held it in 12 quarters since. 2,249 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

Berman Capital Advisors held 12,084 shares of Tesla worth $3.12M as of Q3 2021.
Berman Capital Advisors bought 201 Tesla shares in Q3 2021, an estimated $47.3K.
Tesla made up 0.49% of Berman Capital Advisors's portfolio in Q3 2021, its #25 holding.
Berman Capital Advisors first reported a position in Tesla in Q4 2018 and has held it in 12 quarters since.
2,249 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.