NEPWA
TSLA icon

New England Private Wealth Advisors’s Tesla TSLA Stock Holding History

New England Private Wealth Advisors’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
2019
Q1 		– Sell
-12,075
Closed -$267K – 160
2018
Q4 		$267K Buy
12,075
+375
+3% +$8.07K 0.08% 108
2018
Q3 		$206K Buy
+11,700
New +$244K 0.06% 142

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
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New England Private Wealth Advisors's TSLA Position: Q1 2019 in Review

New England Private Wealth Advisors sold out of Tesla (TSLA) in Q1 2019, closing a stake of 12,075 shares — an estimated $267K sold.

New England Private Wealth Advisors first reported a position in TSLA in Q3 2018 and held it in 2 quarters. The position peaked at $267K in Q4 2018. 799 funds tracked by Wall St. Rank hold TSLA as of Q1 2019.

  • New England Private Wealth Advisors reported no remaining Tesla position as of Q1 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 12,075 Tesla shares in Q1 2019, an estimated $267K.
  • New England Private Wealth Advisors first reported a position in Tesla in Q3 2018 and held it in 2 quarters.
  • New England Private Wealth Advisors's Tesla position peaked at $267K in Q4 2018.
  • 799 funds tracked by Wall St. Rank held Tesla as of Q1 2019.

Based on New England Private Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.