PJB
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Paul John Balson’s Tesla TSLA Stock Holding History

Paul John Balson’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
Q4 		$14.2M Sell
60,225
-4,575
-7% -$781K 2.92% 2
2020
Q3 		$9.27M Buy
64,800
+39,600
+157% +$4.68M 2.3% 2
2020
Q2 		$1.81M Sell
25,200
-3,900
-13% -$211K 0.68% 16
2020
Q1 		$1.02M Buy
+29,100
New +$1.21M 0.54% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paul John Balson's TSLA Position: Q4 2020 in Review

Paul John Balson reduced its Tesla (TSLA) stake by 7.1% in Q4 2020, selling an estimated $781K and leaving 60,225 shares worth $14.2M. The position accounts for 2.92% of the portfolio, ranked #2.

Paul John Balson first reported a position in TSLA in Q1 2020 and has held it in 4 quarters since. 2,121 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • Paul John Balson held 60,225 shares of Tesla worth $14.2M as of Q4 2020.
  • Paul John Balson sold 4,575 Tesla shares in Q4 2020, an estimated $781K.
  • Tesla made up 2.92% of Paul John Balson's portfolio in Q4 2020, its #2 holding.
  • Paul John Balson first reported a position in Tesla in Q1 2020 and has held it in 4 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.