Number of Shares
16,282.00
Current Holdings Value*
$5.17 Mil
% of Portfolio
2.09%
Total Estimate Gain
$177,449.21
% of Total Estimate Gain
3.27%

Key Client Fiduciary Advisors, LLC's Tesla Inc Holding Summary

As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 16,282.00 shares of Tesla Inc(TSLA), totaling $5.17 Mil. This investment constitutes 2.09% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 11 purchases of TSLA, at an average price of $296.71, for a total of 18,288.00 shares. In addition, there have been 3 sales at an average price of $253.77 for 2,006.00 shares. Based on historical transaction data and TSLA's current price of $312.89, Key Client Fiduciary Advisors, LLC's estimated gain on his TSLA holdings is $177,449.21, reflecting a 3.27% gain to date.

Key Client Fiduciary Advisors, LLC TSLA ($312.89) Holding Chart

Key Client Fiduciary Advisors, LLC TSLA ($312.89) 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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