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Lenox Wealth Management’s Tesla TSLA Stock Holding History

Lenox 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
2020
Q2 		$248K Sell
3,450
-1,245
-27% -$67.4K 0.08% 129
2020
Q1 		$164K Buy
4,695
+2,055
+78% +$85.2K 0.06% 151
2019
Q4 		$74K Buy
2,640
+1,200
+83% +$26K 0.02% 244
2019
Q3 		$23K Hold
1,440
– – 0.01% 345
2019
Q2 		$21K Hold
1,440
– – 0.01% 347
2019
Q1 		$27K Sell
1,440
-945
-40% -$19K 0.01% 309
2018
Q4 		$53K Buy
2,385
+945
+66% +$20.3K 0.02% 208
2018
Q3 		$25K Sell
1,440
-4,485
-76% -$93.4K 0.01% 294
2018
Q2 		$135K Hold
5,925
– – 0.04% 151
2018
Q1 		$105K Hold
5,925
– – 0.03% 167
2017
Q4 		$123K Hold
5,925
– – 0.04% 149
2017
Q3 		$134K Sell
5,925
-870
-13% -$20.1K 0.05% 146
2017
Q2 		$164K Sell
6,795
-225
-3% -$4.95K 0.07% 137
2017
Q1 		$130K Buy
7,020
+2,475
+54% +$41.9K 0.09% 52
2016
Q4 		$65K Hold
4,545
– – 0.05% 89
2016
Q3 		$62K Sell
4,545
-585
-11% -$8.45K 0.05% 91
2016
Q2 		$73K Buy
5,130
+585
+13% +$8.86K 0.05% 80
2016
Q1 		$70K Hold
4,545
– – 0.05% 82
2015
Q4 		$73K Buy
+4,545
New +$68K 0.06% 89

Other funds holding TSLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Lenox Wealth Management's TSLA Position: Q2 2020 in Review

Lenox Wealth Management reduced its Tesla (TSLA) stake by 27% in Q2 2020, selling an estimated $67.4K and leaving 3,450 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #129.

Lenox Wealth Management first reported a position in TSLA in Q4 2015 and has held it in 19 quarters since. 1,360 funds tracked by Wall St. Rank hold TSLA as of Q2 2020.

  • Lenox Wealth Management held 3,450 shares of Tesla worth $248K as of Q2 2020.
  • Lenox Wealth Management sold 1,245 Tesla shares in Q2 2020, an estimated $67.4K.
  • Tesla made up 0.08% of Lenox Wealth Management's portfolio in Q2 2020, its #129 holding.
  • Lenox Wealth Management first reported a position in Tesla in Q4 2015 and has held it in 19 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Tesla as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.