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Janiczek Wealth Management’s Tesla TSLA Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$346K Buy
1,747
+288
+20% +$50.3K 0.07% 111
2024
Q1 		$256K Sell
1,459
-552
-27% -$108K 0.05% 155
2023
Q4 		$500K Buy
2,011
+83
+4% +$19.7K 0.12% 73
2023
Q3 		$482K Buy
1,928
+507
+36% +$130K 0.13% 66
2023
Q2 		$372K Buy
1,421
+10
+0.7% +$2K 0.1% 73
2023
Q1 		$261K Buy
1,411
+679
+93% +$118K 0.07% 100
2022
Q4 		$90.4K Sell
732
-828
-53% -$157K 0.03% 237
2022
Q3 		$348K Buy
1,560
+480
+44% +$134K 0.11% 59
2022
Q2 		$321K Sell
1,080
-357
-25% -$97.4K 0.1% 69
2022
Q1 		$516K Buy
1,437
+78
+6% +$24.3K 0.14% 52
2021
Q4 		$479K Buy
1,359
+282
+26% +$94.6K 0.14% 52
2021
Q3 		$278K Buy
1,077
+474
+79% +$112K 0.1% 67
2021
Q2 		$137K Sell
603
-60
-9% -$13K 0.05% 115
2021
Q1 		$148K Sell
663
-63
-9% -$15.8K 0.06% 94
2020
Q4 		$171K Buy
726
+534
+278% +$91.1K 0.08% 68
2020
Q3 		$27K Buy
+192
New +$22.7K 0.01% 137
2019
Q3 		– Sell
-3,885
Closed -$58K – 194
2019
Q2 		$58K Hold
3,885
– – 0.03% 65
2019
Q1 		$72K Hold
3,885
– – 0.03% 67
2018
Q4 		$86K Hold
3,885
– – 0.04% 65
2018
Q3 		$69K Hold
3,885
– – 0.04% 61
2018
Q2 		$89K Buy
+3,885
New +$79K 0.05% 54

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janiczek Wealth Management's TSLA Position: Q2 2024 in Review

Janiczek Wealth Management increased its Tesla (TSLA) stake by 20% in Q2 2024, buying an estimated $50.3K and bringing the position to 1,747 shares worth $346K. The position accounts for 0.07% of the portfolio, ranked #111.

Janiczek Wealth Management first reported a position in TSLA in Q2 2018 and has held it in 21 quarters since. The position peaked at $516K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

  • Janiczek Wealth Management held 1,747 shares of Tesla worth $346K as of Q2 2024.
  • Janiczek Wealth Management bought 288 Tesla shares in Q2 2024, an estimated $50.3K.
  • Tesla made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #111 holding.
  • Janiczek Wealth Management first reported a position in Tesla in Q2 2018 and has held it in 21 quarters since.
  • Janiczek Wealth Management's Tesla position peaked at $516K in Q1 2022.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.