Squar Milner Financial Services’s Tesla TSLA Stock Holding History

Squar Milner Financial 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	–	Sell	-18,525	Closed	-$1.33M	–	178
2020 Q2	$1.33M	Buy	18,525 +5,805	+46%	+$314K	0.76%	26
2020 Q1	$444K	Buy	12,720 +3,000	+31%	+$124K	0.27%	80
2019 Q4	$271K	Sell	9,720 -67,875	-87%	-$1.47M	0.14%	156
2019 Q3	$2.22M	Buy	77,595 +66,375	+592%	+$1.04M	1.13%	15
2019 Q2	$167K	Buy	11,220 +10,500	+1,458%	+$163K	0.11%	188
2019 Q1	$13K	Sell	720 -450	-38%	-$9.03K	0.01%	477
2018 Q4	$26K	Hold	1,170	–	–	0.03%	367
2018 Q3	$21K	Sell	1,170 -18,000	-94%	-$375K	0.02%	409
2018 Q2	$438K	Hold	19,170	–	–	0.39%	62
2018 Q1	$340K	Hold	19,170	–	–	0.43%	79
2017 Q4	$447K	Buy	+19,170	New	+$417K	0.54%	55

Other funds holding TSLA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's TSLA Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Tesla (TSLA) in Q3 2020, closing a stake of 18,525 shares — an estimated $1.33M sold.

Squar Milner Financial Services first reported a position in TSLA in Q4 2017 and held it in 11 quarters. The position peaked at $2.22M in Q3 2019. 1,682 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

Squar Milner Financial Services reported no remaining Tesla position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 18,525 Tesla shares in Q3 2020, an estimated $1.33M.
Squar Milner Financial Services first reported a position in Tesla in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Tesla position peaked at $2.22M in Q3 2019.
1,682 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.