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BKS Advisors’s Tesla TSLA Stock Holding History

BKS 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
Q1 		$1.16M Buy
62,070
+17,940
+41% +$360K 0.47% 61
2018
Q4 		$979K Sell
44,130
-57,825
-57% -$1.24M 0.44% 61
2018
Q3 		$1.8M Buy
101,955
+9,825
+11% +$205K 0.66% 42
2018
Q2 		$2.11M Buy
92,130
+510
+0.6% +$10.4K 0.74% 39
2018
Q1 		$1.63M Sell
91,620
-16,080
-15% -$354K 0.59% 50
2017
Q4 		$2.23M Buy
107,700
+28,125
+35% +$612K 0.81% 41
2017
Q3 		$1.81M Buy
79,575
+7,140
+10% +$165K 0.7% 44
2017
Q2 		$1.75M Sell
72,435
-6,345
-8% -$140K 0.71% 45
2017
Q1 		$1.46M Buy
78,780
+14,955
+23% +$253K 0.64% 51
2016
Q4 		$909K Sell
63,825
-7,545
-11% -$99.2K 0.43% 72
2016
Q3 		$971K Sell
71,370
-1,905
-3% -$27.5K 0.45% 64
2016
Q2 		$1.04M Sell
73,275
-11,325
-13% -$172K 0.53% 62
2016
Q1 		$1.3M Sell
84,600
-27,825
-25% -$366K 0.68% 50
2015
Q4 		$1.8M Sell
112,425
-3,750
-3% -$56.1K 0.93% 38
2015
Q3 		$1.92M Buy
116,175
+25,575
+28% +$435K 1.07% 32
2015
Q2 		$1.62M Buy
90,600
+67,575
+293% +$1.07M 0.77% 43
2015
Q1 		$290K Buy
+23,025
New +$311K 0.14% 105

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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BKS Advisors's TSLA Position: Q1 2019 in Review

BKS Advisors increased its Tesla (TSLA) stake by 41% in Q1 2019, buying an estimated $360K and bringing the position to 62,070 shares worth $1.16M. The position accounts for 0.47% of the portfolio, ranked #61.

BKS Advisors first reported a position in TSLA in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.23M in Q4 2017. 799 funds tracked by Wall St. Rank hold TSLA as of Q1 2019.

  • BKS Advisors held 62,070 shares of Tesla worth $1.16M as of Q1 2019.
  • BKS Advisors bought 17,940 Tesla shares in Q1 2019, an estimated $360K.
  • Tesla made up 0.47% of BKS Advisors's portfolio in Q1 2019, its #61 holding.
  • BKS Advisors first reported a position in Tesla in Q1 2015 and has held it in 17 quarters since.
  • BKS Advisors's Tesla position peaked at $2.23M in Q4 2017.
  • 799 funds tracked by Wall St. Rank held Tesla as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.