TL
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TrueWealth LLC’s Tesla TSLA Stock Holding History

TrueWealth LLC’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
Q2 		$378K Sell
5,250
-600
-10% -$32.5K 0.16% 85
2020
Q1 		$204K Buy
5,850
+405
+7% +$16.8K 0.1% 116
2019
Q4 		$152K Sell
5,445
-405
-7% -$8.79K 0.06% 166
2019
Q3 		$94K Hold
5,850
– – 0.04% 209
2019
Q2 		$87K Buy
5,850
+780
+15% +$12.1K 0.04% 213
2019
Q1 		$95K Hold
5,070
– – 0.04% 201
2018
Q4 		$112K Sell
5,070
-45
-0.9% -$968 0.06% 178
2018
Q3 		$90K Hold
5,115
– – 0.04% 207
2018
Q2 		$117K Buy
5,115
+120
+2% +$2.44K 0.06% 184
2018
Q1 		$89K Buy
4,995
+105
+2% +$2.31K 0.04% 204
2017
Q4 		$102K Buy
+4,890
New +$106K 0.05% 211

Other funds holding TSLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

TrueWealth LLC's TSLA Position: Q2 2020 in Review

TrueWealth LLC reduced its Tesla (TSLA) stake by 10% in Q2 2020, selling an estimated $32.5K and leaving 5,250 shares worth $378K. The position accounts for 0.16% of the portfolio, ranked #85.

TrueWealth LLC first reported a position in TSLA in Q4 2017 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold TSLA as of Q2 2020.

  • TrueWealth LLC held 5,250 shares of Tesla worth $378K as of Q2 2020.
  • TrueWealth LLC sold 600 Tesla shares in Q2 2020, an estimated $32.5K.
  • Tesla made up 0.16% of TrueWealth LLC's portfolio in Q2 2020, its #85 holding.
  • TrueWealth LLC first reported a position in Tesla in Q4 2017 and has held it in 11 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Tesla as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.