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Sunflower Bank Wealth Management’s Tesla TSLA Stock Holding History

Sunflower Bank Wealth Management’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 		$245K Sell
1,710
-1,290
-43% -$152K 0.08% 108
2020
Q2 		$216K Buy
+3,000
New +$162K 0.07% 117
2018
Q2 		– Sell
-15,900
Closed -$282K – 148
2018
Q1 		$282K Hold
15,900
– – 0.08% 118
2017
Q4 		$330K Buy
+15,900
New +$346K 0.09% 106

Other funds holding TSLA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sunflower Bank Wealth Management's TSLA Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Tesla (TSLA) stake by 43% in Q3 2020, selling an estimated $152K and leaving 1,710 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #108.

Sunflower Bank Wealth Management first reported a position in TSLA in Q4 2017 and has held it in 4 quarters since. The position peaked at $330K in Q4 2017. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

  • Sunflower Bank Wealth Management held 1,710 shares of Tesla worth $245K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 1,290 Tesla shares in Q3 2020, an estimated $152K.
  • Tesla made up 0.08% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #108 holding.
  • Sunflower Bank Wealth Management first reported a position in Tesla in Q4 2017 and has held it in 4 quarters since.
  • Sunflower Bank Wealth Management's Tesla position peaked at $330K in Q4 2017.
  • 1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.