Number of Shares
2,436.00
Current Holdings Value*
$631,310.00
% of Portfolio
0.32%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
30.67%

Dynamic Allocation Fund's Tesla Inc Holding Summary

As of 2025-03-31, Dynamic Allocation Fund held 2,436.00 shares of Tesla Inc(TSLA), totaling $631,310.00. This investment constitutes 0.32% of their stock portfolio, and Dynamic Allocation Fund now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q2. And since then Dynamic Allocation Fund has made 6 purchases of TSLA, at an average price of $201.96, for a total of 36,423.00 shares. In addition, there have been 9 sales at an average price of $260.22 for 33,987.00 shares. Based on historical transaction data and TSLA's current price of $315.35, Dynamic Allocation Fund's estimated gain on his TSLA holdings is $2.26 Mil, reflecting a 30.67% gain to date.

Dynamic Allocation Fund TSLA ($315.35) Holding Chart

Dynamic Allocation Fund TSLA ($315.35) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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