Capstone Financial Group’s Tesla TSLA Stock Holding History

Capstone Financial 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
2020 Q3	$62K	Buy	450 +180	+67%	+$21.3K	0.05%	122
2020 Q2	$25K	Buy	+270	New	+$14.6K	0.02%	143

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

Capstone Financial Group's TSLA Position: Q3 2020 in Review

Capstone Financial Group increased its Tesla (TSLA) stake by 67% in Q3 2020, buying an estimated $21.3K and bringing the position to 450 shares worth $62K. The position accounts for 0.05% of the portfolio, ranked #122.

Capstone Financial Group first reported a position in TSLA in Q2 2020 and has held it in 2 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

Capstone Financial Group held 450 shares of Tesla worth $62K as of Q3 2020.
Capstone Financial Group bought 180 Tesla shares in Q3 2020, an estimated $21.3K.
Tesla made up 0.05% of Capstone Financial Group's portfolio in Q3 2020, its #122 holding.
Capstone Financial Group first reported a position in Tesla in Q2 2020 and has held it in 2 quarters since.
1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.