Pacific Capital Wealth Advisors’s Simplify Volt TSLA Revolution ETF TESL Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio TESL Stock Details TESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7	Closed	-$78	–	611
2024 Q2	$78	Buy	+7	New	+$72	﹤0.01%	512

Other funds holding TESL

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's TESL Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Simplify Volt TSLA Revolution ETF (TESL) in Q3 2024, closing a stake of 7 shares — an estimated $78 sold.

Pacific Capital Wealth Advisors first reported a position in TESL in Q2 2024 and held it in 1 quarter. The position peaked at $78 in Q2 2024. 4 funds tracked by Wall St. Rank hold TESL as of Q3 2024.

Pacific Capital Wealth Advisors reported no remaining Simplify Volt TSLA Revolution ETF position as of Q3 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 7 Simplify Volt TSLA Revolution ETF shares in Q3 2024, an estimated $78.
Pacific Capital Wealth Advisors first reported a position in Simplify Volt TSLA Revolution ETF in Q2 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Simplify Volt TSLA Revolution ETF position peaked at $78 in Q2 2024.
4 funds tracked by Wall St. Rank held Simplify Volt TSLA Revolution ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.