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Wealthspire Advisors (Maryland)’s Tesla TSLA Stock Holding History

Wealthspire Advisors (Maryland)’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 		$7.72M Buy
54,018
+978
+2% +$115K 0.27% 50
2020
Q2 		$3.82M Sell
53,040
-7,260
-12% -$393K 0.27% 57
2020
Q1 		$2.11M Buy
60,300
+7,410
+14% +$307K 0.18% 80
2019
Q4 		$1.48M Buy
52,890
+2,220
+4% +$48.2K 0.1% 123
2019
Q3 		$814K Buy
50,670
+6,720
+15% +$105K 0.06% 176
2019
Q2 		$655K Buy
43,950
+15,405
+54% +$240K 0.05% 209
2019
Q1 		$533K Buy
28,545
+10,275
+56% +$206K 0.04% 243
2018
Q4 		$405K Buy
18,270
+2,430
+15% +$52.3K 0.04% 257
2018
Q3 		$280K Sell
15,840
-2,940
-16% -$61.2K 0.02% 382
2018
Q2 		$429K Sell
18,780
-1,005
-5% -$20.4K 0.04% 270
2018
Q1 		$351K Sell
19,785
-1,395
-7% -$30.7K 0.03% 321
2017
Q4 		$440K Buy
21,180
+4,920
+30% +$107K 0.04% 286
2017
Q3 		$370K Buy
16,260
+12,585
+342% +$290K 0.04% 313
2017
Q2 		$89K Buy
3,675
+420
+13% +$9.24K 0.01% 735
2017
Q1 		$60K Sell
3,255
-945
-23% -$16K 0.01% 758
2016
Q4 		$60K Sell
4,200
-270
-6% -$3.55K 0.01% 723
2016
Q3 		$61K Sell
4,470
-1,380
-24% -$19.9K 0.01% 724
2016
Q2 		$83K Buy
5,850
+60
+1% +$909 0.01% 580
2016
Q1 		$89K Sell
5,790
-540
-9% -$7.1K 0.02% 548
2015
Q4 		$101K Buy
+6,330
New +$94.7K 0.02% 519

Other funds holding TSLA

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s TSLA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Tesla (TSLA) stake by 1.8% in Q3 2020, buying an estimated $115K and bringing the position to 54,018 shares worth $7.72M. The position accounts for 0.27% of the portfolio, ranked #50.

Wealthspire Advisors (Maryland) first reported a position in TSLA in Q4 2015 and has held it in 20 quarters since. 1,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 54,018 shares of Tesla worth $7.72M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 978 Tesla shares in Q3 2020, an estimated $115K.
  • Tesla made up 0.27% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #50 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Tesla in Q4 2015 and has held it in 20 quarters since.
  • 1,681 funds tracked by Wall St. Rank held Tesla as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.