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Catamount Wealth Management’s Tesla TSLA Stock Holding History

Catamount 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
2019
Q1 		$2.13M Buy
114,300
+4,200
+4% +$84.3K 1.21% 19
2018
Q4 		$2.25M Sell
110,100
-15,225
-12% -$327K 1.54% 17
2018
Q3 		$2.21M Buy
125,325
+3,000
+2% +$62.5K 1.06% 21
2018
Q2 		$2.9M Sell
122,325
-375
-0.3% -$7.62K 1.4% 19
2018
Q1 		$2.18M Buy
122,700
+1,125
+0.9% +$24.7K 1.16% 23
2017
Q4 		$2.52M Sell
121,575
-9,675
-7% -$210K 1.41% 21
2017
Q3 		$2.98M Sell
131,250
-750
-0.6% -$17.3K 1.74% 20
2017
Q2 		$3.18M Buy
132,000
+92,475
+234% +$2.04M 1.94% 18
2017
Q1 		$733K Sell
39,525
-25,875
-40% -$438K 0.5% 24
2016
Q4 		$932K Buy
65,400
+7,050
+12% +$92.7K 0.76% 24
2016
Q3 		$788K Buy
58,350
+14,850
+34% +$214K 0.68% 21
2016
Q2 		$616K Buy
43,500
+42,165
+3,158% +$639K 0.71% 16
2016
Q1 		$20K Buy
1,335
+1,200
+889% +$15.8K 0.02% 78
2015
Q4 		$2K Hold
135
– – ﹤0.01% 119
2015
Q3 		$2K Buy
+135
New +$2.29K ﹤0.01% 126

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

Catamount Wealth Management's TSLA Position: Q1 2019 in Review

Catamount Wealth Management increased its Tesla (TSLA) stake by 3.8% in Q1 2019, buying an estimated $84.3K and bringing the position to 114,300 shares worth $2.13M. The position accounts for 1.21% of the portfolio, ranked #19.

Catamount Wealth Management first reported a position in TSLA in Q3 2015 and has held it in 15 quarters since. The position peaked at $3.18M in Q2 2017. 799 funds tracked by Wall St. Rank hold TSLA as of Q1 2019.

  • Catamount Wealth Management held 114,300 shares of Tesla worth $2.13M as of Q1 2019.
  • Catamount Wealth Management bought 4,200 Tesla shares in Q1 2019, an estimated $84.3K.
  • Tesla made up 1.21% of Catamount Wealth Management's portfolio in Q1 2019, its #19 holding.
  • Catamount Wealth Management first reported a position in Tesla in Q3 2015 and has held it in 15 quarters since.
  • Catamount Wealth Management's Tesla position peaked at $3.18M in Q2 2017.
  • 799 funds tracked by Wall St. Rank held Tesla as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.