RWA
TSLA icon

Ropes Wealth Advisors’s Tesla TSLA Stock Holding History

Ropes 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
2023
Q3 		$927K Sell
3,703
-232
-6% -$59.6K 0.18% 109
2023
Q2 		$1.03M Buy
3,935
+284
+8% +$56.8K 0.17% 117
2023
Q1 		$757K Sell
3,651
-41
-1% -$7.15K 0.14% 139
2022
Q4 		$455K Sell
3,692
-5,309
-59% -$1.01M 0.08% 175
2022
Q3 		$2.39M Buy
9,001
+151
+2% +$42.2K 0.5% 52
2022
Q2 		$1.99M Sell
8,850
-1,071
-11% -$292K 0.41% 63
2022
Q1 		$3.56M Sell
9,921
-1,134
-10% -$353K 0.61% 42
2021
Q4 		$3.89M Buy
11,055
+315
+3% +$106K 0.69% 40
2021
Q3 		$2.78M Sell
10,740
-231
-2% -$54.4K 0.44% 55
2021
Q2 		$2.49M Hold
10,971
– – 0.39% 62
2021
Q1 		$2.26M Sell
10,971
-579
-5% -$145K 0.4% 65
2020
Q4 		$2.72M Buy
11,550
+75
+0.7% +$12.8K 0.42% 47
2020
Q3 		$1.64M Buy
11,475
+1,830
+19% +$216K 0.32% 65
2020
Q2 		$694K Hold
9,645
– – 0.14% 112
2020
Q1 		$337K Sell
9,645
-1,200
-11% -$49.7K 0.09% 143
2019
Q4 		$302K Sell
10,845
-150
-1% -$3.25K 0.07% 176
2019
Q3 		$177K Sell
10,995
-6,165
-36% -$96.5K 0.04% 225
2019
Q2 		$256K Hold
17,160
– – 0.05% 203
2019
Q1 		$320K Hold
17,160
– – 0.08% 176
2018
Q4 		$381K Hold
17,160
– – 0.11% 153
2018
Q3 		$303K Buy
17,160
+1,845
+12% +$38.4K 0.07% 187
2018
Q2 		$350K Buy
15,315
+120
+0.8% +$2.44K 0.09% 179
2018
Q1 		$270K Buy
15,195
+30
+0.2% +$660 0.07% 196
2017
Q4 		$315K Hold
15,165
– – 0.08% 182
2017
Q3 		$345K Hold
15,165
– – 0.09% 173
2017
Q2 		$366K Buy
+15,165
New +$334K 0.1% 164

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's TSLA Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Tesla (TSLA) stake by 5.9% in Q3 2023, selling an estimated $59.6K and leaving 3,703 shares worth $927K. The position accounts for 0.18% of the portfolio, ranked #109.

Ropes Wealth Advisors first reported a position in TSLA in Q2 2017 and has held it in 26 quarters since. The position peaked at $3.89M in Q4 2021. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Ropes Wealth Advisors held 3,703 shares of Tesla worth $927K as of Q3 2023.
  • Ropes Wealth Advisors sold 232 Tesla shares in Q3 2023, an estimated $59.6K.
  • Tesla made up 0.18% of Ropes Wealth Advisors's portfolio in Q3 2023, its #109 holding.
  • Ropes Wealth Advisors first reported a position in Tesla in Q2 2017 and has held it in 26 quarters since.
  • Ropes Wealth Advisors's Tesla position peaked at $3.89M in Q4 2021.
  • 2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.