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WealthTrust-Arizona’s Tesla TSLA Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$78K Hold
3,525
– – 0.05% 112
2018
Q3 		$62K Sell
3,525
-2,400
-41% -$50K 0.03% 140
2018
Q2 		$135K Buy
5,925
+750
+14% +$15.2K 0.07% 81
2018
Q1 		$92K Buy
5,175
+1,650
+47% +$36.3K 0.05% 104
2017
Q4 		$73K Sell
3,525
-210
-6% -$4.57K 0.04% 131
2017
Q3 		$85K Buy
3,735
+2,235
+149% +$51.6K 0.04% 113
2017
Q2 		$36K Buy
1,500
+135
+10% +$2.97K 0.02% 192
2017
Q1 		$25K Hold
1,365
– – 0.01% 225
2016
Q4 		$19K Hold
1,365
– – 0.01% 263
2016
Q3 		$19K Hold
1,365
– – 0.01% 255
2016
Q2 		$19K Hold
1,365
– – 0.01% 242
2016
Q1 		$21K Buy
1,365
+150
+12% +$1.97K 0.01% 233
2015
Q4 		$19K Sell
1,215
-750
-38% -$11.2K 0.01% 272
2015
Q3 		$33K Sell
1,965
-210
-10% -$3.57K 0.02% 197
2015
Q2 		$39K Sell
2,175
-1,950
-47% -$30.8K 0.02% 188
2015
Q1 		$52K Buy
4,125
+1,305
+46% +$17.6K 0.03% 151
2014
Q4 		$42K Buy
2,820
+975
+53% +$15.2K 0.04% 177
2014
Q3 		$30K Sell
1,845
-1,350
-42% -$22.3K 0.03% 218
2014
Q2 		$51K Buy
3,195
+870
+37% +$12.1K 0.05% 162
2014
Q1 		$32K Hold
2,325
– – 0.04% 223
2013
Q4 		$23K Buy
2,325
+375
+19% +$3.83K 0.03% 249
2013
Q3 		$25K Sell
1,950
-1,125
-37% -$11.1K 0.03% 218
2013
Q2 		$22K Buy
+3,075
New +$15.4K 0.03% 219

Other funds holding TSLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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
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

WealthTrust-Arizona's TSLA Position: Q4 2018 in Review

WealthTrust-Arizona held its Tesla (TSLA) position steady in Q4 2018 at 3,525 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #112.

WealthTrust-Arizona first reported a position in TSLA in Q2 2013 and has held it in 23 quarters since. The position peaked at $135K in Q2 2018. 844 funds tracked by Wall St. Rank hold TSLA as of Q4 2018.

  • WealthTrust-Arizona held 3,525 shares of Tesla worth $78K as of Q4 2018.
  • WealthTrust-Arizona left its Tesla share count unchanged in Q4 2018.
  • Tesla made up 0.05% of WealthTrust-Arizona's portfolio in Q4 2018, its #112 holding.
  • WealthTrust-Arizona first reported a position in Tesla in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Tesla position peaked at $135K in Q2 2018.
  • 844 funds tracked by Wall St. Rank held Tesla as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.