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ARS Wealth Advisors’s Tesla TSLA Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$411K Sell
1,815
-375
-17% -$81.4K 0.07% 89
2021
Q1 		$488K Sell
2,190
-114
-5% -$28.6K 0.11% 72
2020
Q4 		$542K Buy
2,304
+264
+13% +$45.1K 0.12% 68
2020
Q3 		$292K Buy
+2,040
New +$241K 0.08% 82

Other funds holding TSLA

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ARS Wealth Advisors's TSLA Position: Q2 2021 in Review

ARS Wealth Advisors reduced its Tesla (TSLA) stake by 17% in Q2 2021, selling an estimated $81.4K and leaving 1,815 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #89.

ARS Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 4 quarters since. The position peaked at $542K in Q4 2020. 2,171 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

  • ARS Wealth Advisors held 1,815 shares of Tesla worth $411K as of Q2 2021.
  • ARS Wealth Advisors sold 375 Tesla shares in Q2 2021, an estimated $81.4K.
  • Tesla made up 0.07% of ARS Wealth Advisors's portfolio in Q2 2021, its #89 holding.
  • ARS Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 4 quarters since.
  • ARS Wealth Advisors's Tesla position peaked at $542K in Q4 2020.
  • 2,171 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.