Ovata Capital Management’s Tesla TSLA Stock Holding History

Ovata Capital 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 Q1	–	Sell	-150	Closed	-$37.7K	–	60
2020 Q4	$35K	Hold	150	–	–	0.01%	47
2020 Q3	$21K	Buy	+150	New	+$17.7K	0.01%	62

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

Ovata Capital Management's TSLA Position: Q1 2021 in Review

Ovata Capital Management sold out of Tesla (TSLA) in Q1 2021, closing a stake of 150 shares — an estimated $37.7K sold.

Ovata Capital Management first reported a position in TSLA in Q3 2020 and held it in 2 quarters. The position peaked at $35K in Q4 2020. 2,150 funds tracked by Wall St. Rank hold TSLA as of Q1 2021.

Ovata Capital Management reported no remaining Tesla position as of Q1 2021 after selling out during the quarter.
Ovata Capital Management sold 150 Tesla shares in Q1 2021, an estimated $37.7K.
Ovata Capital Management first reported a position in Tesla in Q3 2020 and held it in 2 quarters.
Ovata Capital Management's Tesla position peaked at $35K in Q4 2020.
2,150 funds tracked by Wall St. Rank held Tesla as of Q1 2021.

Based on Ovata Capital Management's 13F filing for Q1 2021, filed 17 May 2021.