Gupta Wealth Management’s Tesla TSLA Stock Holding History

Gupta 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
2016 Q1	$443K	Buy	28,950 +60	+0.2%	+$789	0.1%	148
2015 Q4	$462K	Sell	28,890 -825	-3%	-$12.3K	0.12%	149
2015 Q3	$492K	Sell	29,715 -1,335	-4%	-$22.7K	0.12%	140
2015 Q2	$555K	Buy	31,050 +15,225	+96%	+$241K	0.14%	134
2015 Q1	$199K	Buy	+15,825	New	+$214K	0.06%	214

Other funds holding TSLA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gupta Wealth Management's TSLA Position: Q1 2016 in Review

Gupta Wealth Management increased its Tesla (TSLA) stake by 0.21% in Q1 2016, buying an estimated $789 and bringing the position to 28,950 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #148.

Gupta Wealth Management first reported a position in TSLA in Q1 2015 and has held it in 5 quarters since. The position peaked at $555K in Q2 2015. 577 funds tracked by Wall St. Rank hold TSLA as of Q1 2016.

Gupta Wealth Management held 28,950 shares of Tesla worth $443K as of Q1 2016.
Gupta Wealth Management bought 60 Tesla shares in Q1 2016, an estimated $789.
Tesla made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #148 holding.
Gupta Wealth Management first reported a position in Tesla in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Tesla position peaked at $555K in Q2 2015.
577 funds tracked by Wall St. Rank held Tesla as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.