MAI Managed Volatility Fund TSLA Holdings History
MAI Managed Volatility Fund's Tesla Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 5,000.00 shares of Tesla Inc(TSLA), totaling $1.73 Mil. This investment constitutes 1.42% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Tesla Inc(TSLA) stock.
The initial trade took place in 2025Q2. And since then MAI Managed Volatility Fund has made 1 purchases of TSLA, at an average price of $278.85, for a total of 5,000.00 shares. Based on historical transaction data and TSLA's current price of $330.75, MAI Managed Volatility Fund's estimated gain on his TSLA holdings is $259,500.00, reflecting a 18.61% gain to date.
MAI Managed Volatility Fund TSLA ($330.75) Holding Chart
MAI Managed Volatility Fund TSLA ($330.75) 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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