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SVA Wealth Management’s Tesla TSLA Stock Holding History

SVA 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
Q4 		$740K Sell
3,144
-141
-4% -$24.1K 0.06% 136
2020
Q3 		$470K Buy
+3,285
New +$388K 0.05% 153
2020
Q1 		– Sell
-11,055
Closed -$308K – 211
2019
Q4 		$308K Buy
+11,055
New +$240K 0.03% 177

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

SVA Wealth Management's TSLA Position: Q4 2020 in Review

SVA Wealth Management reduced its Tesla (TSLA) stake by 4.3% in Q4 2020, selling an estimated $24.1K and leaving 3,144 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #136.

SVA Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 3 quarters since. 2,122 funds tracked by Wall St. Rank hold TSLA as of Q4 2020.

  • SVA Wealth Management held 3,144 shares of Tesla worth $740K as of Q4 2020.
  • SVA Wealth Management sold 141 Tesla shares in Q4 2020, an estimated $24.1K.
  • Tesla made up 0.06% of SVA Wealth Management's portfolio in Q4 2020, its #136 holding.
  • SVA Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 3 quarters since.
  • 2,122 funds tracked by Wall St. Rank held Tesla as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.