Northstar Wealth Partners’s Tesla TSLA Stock Holding History

Northstar Wealth Partners’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	$596K	Sell	4,170 -960	-19%	-$113K	0.28%	83
2020 Q2	$369K	Buy	+5,130	New	+$278K	0.15%	124
2020 Q1	–	Sell	-13,830	Closed	-$385K	–	182
2019 Q4	$385K	Buy	13,830 +405	+3%	+$8.79K	0.16%	130
2019 Q3	$216K	Sell	13,425 -4,725	-26%	-$74K	0.09%	167
2019 Q2	$270K	Buy	18,150 +1,095	+6%	+$17K	0.12%	152
2019 Q1	$318K	Hold	17,055	–	–	0.15%	138
2018 Q4	$378K	Sell	17,055 -30	-0.2%	-$645	0.2%	116
2018 Q3	$301K	Sell	17,085 -3,135	-16%	-$65.3K	0.14%	136
2018 Q2	$462K	Sell	20,220 -2,790	-12%	-$56.7K	0.23%	115
2018 Q1	$408K	Buy	+23,010	New	+$506K	0.21%	122

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 $167B AUM 44.17% 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

Northstar Wealth Partners's TSLA Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Tesla (TSLA) stake by 19% in Q3 2020, selling an estimated $113K and leaving 4,170 shares worth $596K. The position accounts for 0.28% of the portfolio, ranked #83.

Northstar Wealth Partners first reported a position in TSLA in Q1 2018 and has held it in 10 quarters since. 1,682 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

Northstar Wealth Partners held 4,170 shares of Tesla worth $596K as of Q3 2020.
Northstar Wealth Partners sold 960 Tesla shares in Q3 2020, an estimated $113K.
Tesla made up 0.28% of Northstar Wealth Partners's portfolio in Q3 2020, its #83 holding.
Northstar Wealth Partners first reported a position in Tesla in Q1 2018 and has held it in 10 quarters since.
1,682 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.