Blue Chip Wealth Management’s Tesla TSLA Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$3.88M	Buy	27,126 +1,281	+5%	+$151K	3.06%	4
2020 Q2	$1.86M	Buy	25,845 +3,165	+14%	+$171K	1.76%	13
2020 Q1	$792K	Buy	22,680 +8,295	+58%	+$344K	0.99%	27
2019 Q4	$401K	Hold	14,385	–	–	0.37%	66
2019 Q3	$231K	Buy	+14,385	New	+$225K	0.24%	91
2018 Q3	–	Sell	-16,485	Closed	-$377K	–	105
2018 Q2	$377K	Sell	16,485 -5,175	-24%	-$105K	0.41%	66
2018 Q1	$384K	Buy	+21,660	New	+$476K	0.39%	62

Other funds holding TSLA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Chip Wealth Management's TSLA Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Tesla (TSLA) stake by 5% in Q3 2020, buying an estimated $151K and bringing the position to 27,126 shares worth $3.88M. The position accounts for 3.06% of the portfolio, ranked #4.

Blue Chip Wealth Management first reported a position in TSLA in Q1 2018 and has held it in 7 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

Blue Chip Wealth Management held 27,126 shares of Tesla worth $3.88M as of Q3 2020.
Blue Chip Wealth Management bought 1,281 Tesla shares in Q3 2020, an estimated $151K.
Tesla made up 3.06% of Blue Chip Wealth Management's portfolio in Q3 2020, its #4 holding.
Blue Chip Wealth Management first reported a position in Tesla in Q1 2018 and has held it in 7 quarters since.
1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.