Fortis Advisors’s Tesla TSLA Stock Holding History

Fortis 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
2023 Q2	–	Sell	-260	Closed	-$53.9K	–	239
2023 Q1	$53.9K	Hold	260	–	–	0.04%	155
2022 Q4	$32K	Hold	260	–	–	0.02%	166
2022 Q3	$69K	Sell	260 -43	-14%	-$12K	0.05%	149
2022 Q2	$68K	Sell	303 -60	-17%	-$16.4K	0.05%	154
2022 Q1	$130K	Hold	363	–	–	0.07%	134
2021 Q4	$128K	Hold	363	–	–	0.07%	121
2021 Q3	$94K	Buy	363 +285	+365%	+$67.1K	0.06%	144
2021 Q2	$18K	Hold	78	–	–	0.01%	212
2021 Q1	$17K	Buy	+78	New	+$19.6K	0.01%	182
2020 Q1	–	Sell	-930	Closed	-$26K	–	383
2019 Q4	$26K	Hold	930	–	–	0.02%	238
2019 Q3	$15K	Hold	930	–	–	0.01%	258
2019 Q2	$14K	Hold	930	–	–	0.01%	291
2019 Q1	$17K	Hold	930	–	–	0.01%	271
2018 Q4	$21K	Hold	930	–	–	0.01%	259
2018 Q3	$16K	Buy	930 +795	+589%	+$16.6K	0.01%	262
2018 Q2	$3K	Hold	135	–	–	﹤0.01%	299
2018 Q1	$2K	Hold	135	–	–	﹤0.01%	298
2017 Q4	$3K	Hold	135	–	–	﹤0.01%	275
2017 Q3	$3K	Hold	135	–	–	﹤0.01%	271
2017 Q2	$4K	Buy	+135	New	+$2.97K	﹤0.01%	89

Other funds holding TSLA

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fortis Advisors's TSLA Position: Q2 2023 in Review

Fortis Advisors sold out of Tesla (TSLA) in Q2 2023, closing a stake of 260 shares — an estimated $53.9K sold.

Fortis Advisors first reported a position in TSLA in Q2 2017 and held it in 20 quarters. The position peaked at $130K in Q1 2022. 2,915 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Fortis Advisors reported no remaining Tesla position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 260 Tesla shares in Q2 2023, an estimated $53.9K.
Fortis Advisors first reported a position in Tesla in Q2 2017 and held it in 20 quarters.
Fortis Advisors's Tesla position peaked at $130K in Q1 2022.
2,915 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.