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Company Main View
Name:
NELSON ROBERTS INVESTMENT ADVISORS, LLC
City:
EAST PALO ALTO
State:
CA
Zip:
94303
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
2012-12-31
2012-09-30
2012-06-30
2012-03-31
2011-12-31
2011-09-30
2011-06-30
2011-03-31
2010-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$523,053,000
Total Value Change :
$76,089,000
Securities Held Change :
9
All Securities Held :
103
New Positions
:
14
Closed Positions
:
5
Increased Positions
:
43
Unchanged Positions
:
8
Decreased Positions
:
38
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
TSLA
Tesla Motors Inc
104
Closed
$177.81
$0
0
0%
-235,000
-945
0
Auto Manufacturers
DD
DuPont de Nemours Inc
108
Closed
$80.72
$0
0
0%
-211,000
-2,742
0
Diversified Chemicals
VCSH
Vanguard Scottsdale Funds
107
Closed
$77.35
$0
0
0%
-263,000
-3,404
0
N/A
ZTS
Zoetis Inc.
106
Closed
$169.66
$0
0
0%
-260,000
-1,317
0
Drugs - Generic
VUSB
Vanguard Ultrashort Bond Etf
105
Closed
$0.00
$0
0
0%
-481,000
-9,725
0
N/A
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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