Willingdon Wealth Management’s Tesla TSLA Stock Holding History

Willingdon 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 Q1	$4K	Buy	105 +45	+75%	+$1.86K	﹤0.01%	243
2019 Q4	$2K	Sell	60 -135	-69%	-$2.93K	﹤0.01%	336
2019 Q3	$3K	Buy	195 +135	+225%	+$2.11K	﹤0.01%	325
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	299
2019 Q1	$1K	Sell	60 -210	-78%	-$4.22K	﹤0.01%	348
2018 Q4	$6K	Hold	270	–	–	﹤0.01%	288
2018 Q3	$5K	Hold	270	–	–	﹤0.01%	333
2018 Q2	$6K	Sell	270 -150	-36%	-$3.05K	﹤0.01%	290
2018 Q1	$7K	Buy	420 +150	+56%	+$3.3K	﹤0.01%	290
2017 Q4	$6K	Hold	270	–	–	﹤0.01%	280
2017 Q3	$6K	Buy	+270	New	+$6.23K	﹤0.01%	252

Other funds holding TSLA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Willingdon Wealth Management's TSLA Position: Q1 2020 in Review

Willingdon Wealth Management increased its Tesla (TSLA) stake by 75% in Q1 2020, buying an estimated $1.86K and bringing the position to 105 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Willingdon Wealth Management first reported a position in TSLA in Q3 2017 and has held it in 11 quarters since. The position peaked at $7K in Q1 2018. 1,085 funds tracked by Wall St. Rank hold TSLA as of Q1 2020.

Willingdon Wealth Management held 105 shares of Tesla worth $4K as of Q1 2020.
Willingdon Wealth Management bought 45 Tesla shares in Q1 2020, an estimated $1.86K.
Tesla made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #243 holding.
Willingdon Wealth Management first reported a position in Tesla in Q3 2017 and has held it in 11 quarters since.
Willingdon Wealth Management's Tesla position peaked at $7K in Q1 2018.
1,085 funds tracked by Wall St. Rank held Tesla as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.