FormulaFolio Investments’s Tesla TSLA Stock Holding History

FormulaFolio Investments’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
2021 Q2	$347K	Hold	1,530	–	–	0.12%	69
2021 Q1	$315K	Sell	1,530 -34,125	-96%	-$8.57M	0.1%	73
2020 Q4	$8.39M	Buy	35,655 +19,503	+121%	+$3.33M	0.18%	103
2020 Q3	$2.31M	Buy	16,152 +6,072	+60%	+$717K	0.09%	90
2020 Q2	$726K	Buy	+10,080	New	+$545K	0.03%	162
2020 Q1	–	Sell	-9,885	Closed	-$276K	–	367
2019 Q4	$276K	Buy	+9,885	New	+$214K	0.01%	318

Other funds holding TSLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FormulaFolio Investments's TSLA Position: Q2 2021 in Review

FormulaFolio Investments held its Tesla (TSLA) position steady in Q2 2021 at 1,530 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #69.

FormulaFolio Investments first reported a position in TSLA in Q4 2019 and has held it in 6 quarters since. The position peaked at $8.39M in Q4 2020. 2,169 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

FormulaFolio Investments held 1,530 shares of Tesla worth $347K as of Q2 2021.
FormulaFolio Investments left its Tesla share count unchanged in Q2 2021.
Tesla made up 0.12% of FormulaFolio Investments's portfolio in Q2 2021, its #69 holding.
FormulaFolio Investments first reported a position in Tesla in Q4 2019 and has held it in 6 quarters since.
FormulaFolio Investments's Tesla position peaked at $8.39M in Q4 2020.
2,169 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.