LifePlan Financial Group’s Tesla TSLA Stock Holding History

LifePlan Financial Group’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	$339K	Buy	2,370 +105	+5%	+$12.4K	0.15%	96
2020 Q2	$163K	Buy	+2,265	New	+$123K	0.07%	142

Other funds holding TSLA

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's TSLA Position: Q3 2020 in Review

LifePlan Financial Group increased its Tesla (TSLA) stake by 4.6% in Q3 2020, buying an estimated $12.4K and bringing the position to 2,370 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #96.

LifePlan Financial Group first reported a position in TSLA in Q2 2020 and has held it in 2 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

LifePlan Financial Group held 2,370 shares of Tesla worth $339K as of Q3 2020.
LifePlan Financial Group bought 105 Tesla shares in Q3 2020, an estimated $12.4K.
Tesla made up 0.15% of LifePlan Financial Group's portfolio in Q3 2020, its #96 holding.
LifePlan Financial Group first reported a position in Tesla in Q2 2020 and has held it in 2 quarters since.
1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.