Number of Shares
38,457.00
Current Holdings Value*
$9.11 Mil
% of Portfolio
0.75%
Total Estimate Gain
$5.82 Mil
% of Total Estimate Gain
61.32%

Sound View Wealth Advisors Group, LLC's Tesla Inc Holding Summary

As of 2025-03-31, Sound View Wealth Advisors Group, LLC held 38,457.00 shares of Tesla Inc(TSLA), totaling $9.11 Mil. This investment constitutes 0.75% of their stock portfolio, and Sound View Wealth Advisors Group, LLC now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2020Q2. And since then Sound View Wealth Advisors Group, LLC has made 13 purchases of TSLA, at an average price of $199.11, for a total of 47,663.00 shares. In addition, there have been 7 sales at an average price of $285.85 for 9,206.00 shares. Based on historical transaction data and TSLA's current price of $329.65, Sound View Wealth Advisors Group, LLC's estimated gain on his TSLA holdings is $5.82 Mil, reflecting a 61.32% gain to date.

Sound View Wealth Advisors Group, LLC TSLA ($329.65) Holding Chart

Sound View Wealth Advisors Group, LLC TSLA ($329.65) 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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