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Shine Investment Advisory Services’s Tesla TSLA Stock Holding History

Shine Investment 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 		$301K Buy
2,103
+1,398
+198% +$165K 0.1% 100
2020
Q2 		$51K Hold
705
– – 0.02% 288
2020
Q1 		$25K Buy
705
+45
+7% +$1.86K 0.01% 389
2019
Q4 		$18K Buy
660
+585
+780% +$12.7K 0.01% 492
2019
Q3 		$1K Buy
75
+15
+25% +$235 ﹤0.01% 714
2019
Q2 		$1K Hold
60
– – ﹤0.01% 678
2019
Q1 		$1K Hold
60
– – ﹤0.01% 688
2018
Q4 		$1K Buy
+60
New +$1.29K ﹤0.01% 666

Other funds holding TSLA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's TSLA Position: Q3 2020 in Review

Shine Investment Advisory Services increased its Tesla (TSLA) stake by 198% in Q3 2020, buying an estimated $165K and bringing the position to 2,103 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #100.

Shine Investment Advisory Services first reported a position in TSLA in Q4 2018 and has held it in 8 quarters since. 1,682 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

  • Shine Investment Advisory Services held 2,103 shares of Tesla worth $301K as of Q3 2020.
  • Shine Investment Advisory Services bought 1,398 Tesla shares in Q3 2020, an estimated $165K.
  • Tesla made up 0.1% of Shine Investment Advisory Services's portfolio in Q3 2020, its #100 holding.
  • Shine Investment Advisory Services first reported a position in Tesla in Q4 2018 and has held it in 8 quarters since.
  • 1,682 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

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