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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

TSLA holding history

Tesla, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSLA overviewAll 13F holders of TSLAFull Q3 2023 holdings

Shares (Q3 2023)
3,703
Value
$926.6K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of TSLA by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20233,703$926.6K0.2%−232−5.9%ReducedHolders
Q2 20233,935$1.03M0.2%+284+7.8%AddedHolders
Q1 20233,651$757.4K0.1%−41−1.1%ReducedHolders
Q4 20223,692$454.8K0.1%−5,309−59.0%ReducedHolders
Q3 20229,001$2.39M0.5%+151+1.7%AddedConverted for a 3-for-1 splitHolders
Q2 20222,950$1.99M0.4%−357−10.8%ReducedHolders
Q1 20223,307$3.56M0.6%−378−10.3%ReducedHolders
Q4 20213,685$3.89M0.7%+105+2.9%AddedHolders
Q3 20213,580$2.78M0.4%−77−2.1%ReducedHolders
Q2 20213,657$2.49M0.4%00.0%UnchangedHolders
Q1 20213,657$2.26M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.