WRF
TSLA icon

Waddell & Reed Financial’s Tesla TSLA Stock Holding History

Waddell & Reed Financial’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
2017
Q4 		– Sell
-2,902,500
Closed -$66M – 559
2017
Q3 		$66M Buy
2,902,500
+763,500
+36% +$17.6M 0.15% 177
2017
Q2 		$51.6M Hold
2,139,000
– – 0.11% 215
2017
Q1 		$39.7M Buy
+2,139,000
New +$36.2M 0.08% 249
2015
Q4 		– Sell
-12,913,500
Closed -$214M – 645
2015
Q3 		$214M Hold
12,913,500
– – 0.35% 81
2015
Q2 		$231M Buy
+12,913,500
New +$204M 0.33% 82

Other funds holding TSLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Waddell & Reed Financial's TSLA Position: Q4 2017 in Review

Waddell & Reed Financial sold out of Tesla (TSLA) in Q4 2017, closing a stake of 2,902,500 shares — an estimated $66M sold.

Waddell & Reed Financial first reported a position in TSLA in Q2 2015 and held it in 5 quarters. The position peaked at $231M in Q2 2015. 779 funds tracked by Wall St. Rank hold TSLA as of Q4 2017.

  • Waddell & Reed Financial reported no remaining Tesla position as of Q4 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 2,902,500 Tesla shares in Q4 2017, an estimated $66M.
  • Waddell & Reed Financial first reported a position in Tesla in Q2 2015 and held it in 5 quarters.
  • Waddell & Reed Financial's Tesla position peaked at $231M in Q2 2015.
  • 779 funds tracked by Wall St. Rank held Tesla as of Q4 2017.

Based on Waddell & Reed Financial's 13F filing for Q4 2017, filed 14 Feb 2018.