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Optimal Asset Management’s Tesla TSLA Stock Holding History

Optimal Asset 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
2021
Q3 		$5.09M Buy
19,674
+36
+0.2% +$8.47K 0.64% 33
2021
Q2 		$4.45M Hold
19,638
– – 0.53% 54
2021
Q1 		$4.37M Buy
19,638
+8,400
+75% +$2.11M 0.57% 49
2020
Q4 		$2.64M Sell
11,238
-6
-0.1% -$1.02K 0.37% 84
2020
Q3 		$1.61M Buy
11,244
+6,714
+148% +$793K 0.23% 141
2020
Q2 		$326K Buy
+4,530
New +$245K 0.05% 371

Other funds holding TSLA

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Optimal Asset Management's TSLA Position: Q3 2021 in Review

Optimal Asset Management increased its Tesla (TSLA) stake by 0.18% in Q3 2021, buying an estimated $8.47K and bringing the position to 19,674 shares worth $5.09M. The position accounts for 0.64% of the portfolio, ranked #33.

Optimal Asset Management first reported a position in TSLA in Q2 2020 and has held it in 6 quarters since. 2,248 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • Optimal Asset Management held 19,674 shares of Tesla worth $5.09M as of Q3 2021.
  • Optimal Asset Management bought 36 Tesla shares in Q3 2021, an estimated $8.47K.
  • Tesla made up 0.64% of Optimal Asset Management's portfolio in Q3 2021, its #33 holding.
  • Optimal Asset Management first reported a position in Tesla in Q2 2020 and has held it in 6 quarters since.
  • 2,248 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.