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Confluence Investment Management’s Tesla TSLA Stock Holding History

Confluence Investment 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
Q4 		– Sell
-1,575
Closed -$225K – 309
2020
Q3 		$225K Buy
+1,575
New +$186K ﹤0.01% 281

Other funds holding TSLA

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Confluence Investment Management's TSLA Position: Q4 2020 in Review

Confluence Investment Management sold out of Tesla (TSLA) in Q4 2020, closing a stake of 1,575 shares — an estimated $225K sold.

Confluence Investment Management first reported a position in TSLA in Q3 2020 and held it in 1 quarter. The position peaked at $225K in Q3 2020. 2,122 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • Confluence Investment Management reported no remaining Tesla position as of Q4 2020 after selling out during the quarter.
  • Confluence Investment Management sold 1,575 Tesla shares in Q4 2020, an estimated $225K.
  • Confluence Investment Management first reported a position in Tesla in Q3 2020 and held it in 1 quarter.
  • Confluence Investment Management's Tesla position peaked at $225K in Q3 2020.
  • 2,122 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on Confluence Investment Management's 13F filing for Q4 2020, filed 25 Jan 2021.