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Private Wealth Advisors (Pennsylvania)’s Tesla TSLA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$406K Sell
1,725
-639
-27% -$109K 0.23% 75
2020
Q3 		$338K Buy
+2,364
New +$279K 0.22% 77

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

Private Wealth Advisors (Pennsylvania)'s TSLA Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Tesla (TSLA) stake by 27% in Q4 2020, selling an estimated $109K and leaving 1,725 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #75.

Private Wealth Advisors (Pennsylvania) first reported a position in TSLA in Q3 2020 and has held it in 2 quarters since. 2,121 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 1,725 shares of Tesla worth $406K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 639 Tesla shares in Q4 2020, an estimated $109K.
  • Tesla made up 0.23% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #75 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Tesla in Q3 2020 and has held it in 2 quarters since.
  • 2,121 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.