Gamble Jones Investment Counsel’s Tesla TSLA Stock Holding History

Gamble Jones Investment Counsel’s Portfolio TSLA Stock Details TSLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$528K	Buy	4,285 +100	+2%	+$18.9K	0.04%	145
2022 Q3	$1.11M	Hold	4,185	–	–	0.09%	104
2022 Q2	$939K	Sell	4,185 -1,575	-27%	-$430K	0.07%	112
2022 Q1	$2.07M	Sell	5,760 -30	-0.5%	-$9.34K	0.13%	84
2021 Q4	$2.04M	Hold	5,790	–	–	0.12%	88
2021 Q3	$1.5M	Hold	5,790	–	–	0.1%	100
2021 Q2	$1.31M	Hold	5,790	–	–	0.09%	108
2021 Q1	$1.29M	Sell	5,790 -5,700	-50%	-$1.43M	0.09%	110
2020 Q4	$2.7M	Sell	11,490 -210	-2%	-$35.8K	0.18%	78
2020 Q3	$1.67M	Buy	11,700 +300	+3%	+$35.4K	0.12%	92
2020 Q2	$821K	Buy	11,400 +45	+0.4%	+$2.43K	0.07%	120
2020 Q1	$397K	Buy	11,355 +30	+0.3%	+$1.24K	0.04%	150
2019 Q4	$316K	Buy	+11,325	New	+$246K	0.02%	182
2019 Q2	–	Sell	-11,325	Closed	-$211K	–	218
2019 Q1	$211K	Hold	11,325	–	–	0.02%	199
2018 Q4	$251K	Hold	11,325	–	–	0.03%	181
2018 Q3	$200K	Sell	11,325 -375	-3%	-$7.81K	0.02%	214
2018 Q2	$268K	Buy	+11,700	New	+$238K	0.03%	188
2017 Q4	–	Sell	-9,150	Closed	-$208K	–	220
2017 Q3	$208K	Hold	9,150	–	–	0.02%	206
2017 Q2	$221K	Buy	+9,150	New	+$201K	0.02%	203

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gamble Jones Investment Counsel's TSLA Position: Q4 2022 in Review

Gamble Jones Investment Counsel increased its Tesla (TSLA) stake by 2.4% in Q4 2022, buying an estimated $18.9K and bringing the position to 4,285 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #145.

Gamble Jones Investment Counsel first reported a position in TSLA in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.7M in Q4 2020. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Gamble Jones Investment Counsel held 4,285 shares of Tesla worth $528K as of Q4 2022.
Gamble Jones Investment Counsel bought 100 Tesla shares in Q4 2022, an estimated $18.9K.
Tesla made up 0.04% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #145 holding.
Gamble Jones Investment Counsel first reported a position in Tesla in Q2 2017 and has held it in 19 quarters since.
Gamble Jones Investment Counsel's Tesla position peaked at $2.7M in Q4 2020.
2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.