New England Investment & Retirement Group’s Tesla TSLA Stock Holding History

New England Investment & Retirement 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
2021 Q3	$238K	Buy	+921	New	+$217K	0.05%	96
2021 Q2	–	Sell	-1,101	Closed	-$245K	–	112
2021 Q1	$245K	Sell	1,101 -87	-7%	-$21.8K	0.06%	80
2020 Q4	$279K	Buy	+1,188	New	+$203K	0.07%	70
2020 Q2	–	Sell	-300	Closed	-$10K	–	194
2020 Q1	$10K	Buy	+300	New	+$12.4K	﹤0.01%	141
2016 Q1	–	Sell	-159,450	Closed	-$2.55M	–	71
2015 Q4	$2.55M	Buy	159,450 +240	+0.2%	+$3.59K	1.35%	23
2015 Q3	$2.64M	Sell	159,210 -5,010	-3%	-$85.1K	1.26%	23
2015 Q2	$2.87M	Buy	164,220 +4,485	+3%	+$70.9K	1.37%	20
2015 Q1	$2.01M	Buy	159,735 +20,175	+14%	+$272K	0.89%	30
2014 Q4	$2.07M	Sell	139,560 -12,120	-8%	-$189K	0.81%	28
2014 Q3	$2.45M	Buy	+151,680	New	+$2.5M	1.1%	25

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

New England Investment & Retirement Group's TSLA Position: Q3 2021 in Review

New England Investment & Retirement Group opened a new position in Tesla (TSLA) in Q3 2021: 921 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #96 among its holdings. This is a return to the name: New England Investment & Retirement Group previously reported a position in TSLA as recently as Q1 2021.

New England Investment & Retirement Group first reported a position in TSLA in Q3 2014 and has held it in 10 quarters since. The position peaked at $2.87M in Q2 2015. 2,249 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

New England Investment & Retirement Group held 921 shares of Tesla worth $238K as of Q3 2021.
Tesla was a new New England Investment & Retirement Group position in Q3 2021.
Tesla made up 0.05% of New England Investment & Retirement Group's portfolio in Q3 2021, its #96 holding.
New England Investment & Retirement Group first reported a position in Tesla in Q3 2014 and has held it in 10 quarters since.
New England Investment & Retirement Group's Tesla position peaked at $2.87M in Q2 2015.
2,249 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.