Partnervest Advisory Services’s Tesla TSLA Stock Holding History

Partnervest Advisory Services’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	$2.07M	Sell	14,475 -195	-1%	-$23K	0.66%	27
2020 Q2	$1.06M	Sell	14,670 -1,470	-9%	-$79.5K	0.4%	49
2020 Q1	$564K	Buy	16,140 +3,570	+28%	+$148K	0.25%	75
2019 Q4	$351K	Sell	12,570 -6,225	-33%	-$135K	0.13%	121
2019 Q3	$302K	Buy	18,795 +780	+4%	+$12.2K	0.11%	169
2019 Q2	$268K	Buy	18,015 +3,330	+23%	+$51.8K	0.11%	163
2019 Q1	$274K	Buy	+14,685	New	+$295K	0.11%	167
2014 Q3	–	Sell	-1,800	Closed	-$29K	–	739
2014 Q2	$29K	Sell	1,800 -17,625	-91%	-$246K	0.01%	464
2014 Q1	$270K	Sell	19,425 -3,750	-16%	-$50.2K	0.12%	119
2013 Q4	$232K	Buy	+23,175	New	+$237K	0.11%	136
2013 Q3	–	Sell	-1,500	Closed	-$11K	–	1056
2013 Q2	$11K	Buy	+1,500	New	+$7.53K	0.01%	586

Other funds holding TSLA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Partnervest Advisory Services's TSLA Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Tesla (TSLA) stake by 1.3% in Q3 2020, selling an estimated $23K and leaving 14,475 shares worth $2.07M. The position accounts for 0.66% of the portfolio, ranked #27.

Partnervest Advisory Services first reported a position in TSLA in Q2 2013 and has held it in 11 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

Partnervest Advisory Services held 14,475 shares of Tesla worth $2.07M as of Q3 2020.
Partnervest Advisory Services sold 195 Tesla shares in Q3 2020, an estimated $23K.
Tesla made up 0.66% of Partnervest Advisory Services's portfolio in Q3 2020, its #27 holding.
Partnervest Advisory Services first reported a position in Tesla in Q2 2013 and has held it in 11 quarters since.
1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.