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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Tesla TSLA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 		$1.37M Sell
5,820
-1,137
-16% -$194K 0.34% 24
2020
Q3 		$995K Sell
6,957
-4,713
-40% -$556K 0.28% 28
2020
Q2 		$840K Sell
11,670
-9,675
-45% -$523K 0.24% 30
2020
Q1 		$746K Buy
+21,345
New +$885K 0.21% 36
2018
Q3 		– Sell
-2,400
Closed -$55K – 349
2018
Q2 		$55K Sell
2,400
-30
-1% -$610 0.02% 168
2018
Q1 		$43K Buy
2,430
+375
+18% +$8.25K 0.02% 185
2017
Q4 		$49K Sell
2,055
-450
-18% -$9.79K 0.13% 95
2017
Q3 		$56K Sell
2,505
-1,170
-32% -$27K 0.02% 138
2017
Q2 		$88K Sell
3,675
-855
-19% -$18.8K 0.03% 107
2017
Q1 		$85K Sell
4,530
-4,200
-48% -$71.1K 0.03% 111
2016
Q4 		$126K Buy
8,730
+5,940
+213% +$78.1K 0.03% 99
2016
Q3 		$37K Hold
2,790
– – 0.01% 181
2016
Q2 		$39K Buy
2,790
+1,500
+116% +$22.7K 0.02% 163
2016
Q1 		$19K Hold
1,290
– – 0.01% 213
2015
Q4 		$21K Buy
+1,290
New +$19.3K 0.01% 193

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $167B AUM 44.17% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's TSLA Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Tesla (TSLA) stake by 16% in Q4 2020, selling an estimated $194K and leaving 5,820 shares worth $1.37M. The position accounts for 0.34% of the portfolio, ranked #24.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TSLA in Q4 2015 and has held it in 15 quarters since. 2,122 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 5,820 shares of Tesla worth $1.37M as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,137 Tesla shares in Q4 2020, an estimated $194K.
  • Tesla made up 0.34% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #24 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Tesla in Q4 2015 and has held it in 15 quarters since.
  • 2,122 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.