First Allied Advisory Services’s Tesla TSLA Stock Holding History

First Allied Advisory Services’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	$11M	Buy	76,635 +3,795	+5%	+$448K	0.37%	56
2020 Q2	$5.24M	Sell	72,840 -19,605	-21%	-$1.06M	0.19%	121
2020 Q1	$3.23M	Buy	92,445 +4,755	+5%	+$197K	0.14%	158
2019 Q4	$2.45M	Sell	87,690 -15,645	-15%	-$339K	0.08%	267
2019 Q3	$1.66M	Sell	103,335 -1,290	-1%	-$20.2K	0.06%	344
2019 Q2	$1.56M	Sell	104,625 -2,145	-2%	-$33.4K	0.05%	353
2019 Q1	$2M	Buy	106,770 +11,970	+13%	+$240K	0.07%	297
2018 Q4	$2.11M	Sell	94,800 -10,125	-10%	-$218K	0.08%	257
2018 Q3	$1.85M	Buy	104,925 +22,065	+27%	+$460K	0.06%	319
2018 Q2	$1.89M	Sell	82,860 -18,645	-18%	-$379K	0.07%	299
2018 Q1	$1.8M	Buy	101,505 +17,925	+21%	+$394K	0.07%	306
2017 Q4	$1.74M	Sell	83,580 -165	-0.2%	-$3.59K	0.07%	302
2017 Q3	$1.9M	Sell	83,745 -13,815	-14%	-$319K	0.08%	258
2017 Q2	$2.35M	Buy	97,560 +16,650	+21%	+$367K	0.1%	220
2017 Q1	$1.5M	Sell	80,910 -30,330	-27%	-$513K	0.08%	273
2016 Q4	$1.58M	Buy	111,240 +25,200	+29%	+$331K	0.08%	263
2016 Q3	$1.17M	Buy	86,040 +18,765	+28%	+$271K	0.06%	326
2016 Q2	$939K	Sell	67,275 -13,305	-17%	-$202K	0.05%	374
2016 Q1	$1.22M	Buy	80,580 +13,575	+20%	+$179K	0.07%	293
2015 Q4	$1.06M	Sell	67,005 -1,410	-2%	-$21.1K	0.06%	356
2015 Q3	$1.11M	Sell	68,415 -990	-1%	-$16.8K	0.06%	325
2015 Q2	$1.24M	Buy	69,405 +23,820	+52%	+$377K	0.06%	344
2015 Q1	$571K	Buy	45,585 +12,780	+39%	+$173K	0.04%	530
2014 Q4	$477K	Buy	32,805 +990	+3%	+$15.5K	0.03%	543
2014 Q3	$511K	Buy	31,815 +14,640	+85%	+$242K	0.04%	505
2014 Q2	$271K	Sell	17,175 -18,690	-52%	-$261K	0.02%	755
2014 Q1	$494K	Buy	35,865 +6,060	+20%	+$81.2K	0.04%	523
2013 Q4	$299K	Buy	29,805 +5,040	+20%	+$51.5K	0.02%	666
2013 Q3	$316K	Buy	+24,765	New	+$245K	0.02%	703

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

First Allied Advisory Services's TSLA Position: Q3 2020 in Review

First Allied Advisory Services increased its Tesla (TSLA) stake by 5.2% in Q3 2020, buying an estimated $448K and bringing the position to 76,635 shares worth $11M. The position accounts for 0.37% of the portfolio, ranked #56.

First Allied Advisory Services first reported a position in TSLA in Q3 2013 and has held it in 29 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

First Allied Advisory Services held 76,635 shares of Tesla worth $11M as of Q3 2020.
First Allied Advisory Services bought 3,795 Tesla shares in Q3 2020, an estimated $448K.
Tesla made up 0.37% of First Allied Advisory Services's portfolio in Q3 2020, its #56 holding.
First Allied Advisory Services first reported a position in Tesla in Q3 2013 and has held it in 29 quarters since.
1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.