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Johanson Financial Advisors’s Tesla TSLA Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$1.54M Buy
4,359
+174
+4% +$58.4K 0.47% 46
2021
Q3 		$1.08M Sell
4,185
-135
-3% -$31.8K 0.37% 57
2021
Q2 		$937K Buy
4,320
+165
+4% +$35.8K 0.32% 63
2021
Q1 		$1.01M Sell
4,155
-105
-2% -$26.4K 0.37% 57
2020
Q4 		$1M Buy
4,260
+900
+27% +$154K 0.4% 50
2020
Q3 		$477K Buy
+3,360
New +$397K 0.21% 76
2020
Q1 		– Sell
-1,160,865
Closed -$185K – 230
2019
Q4 		$185K Buy
+1,160,865
New +$25.2M 0.01% 244

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Johanson Financial Advisors's TSLA Position: Q4 2021 in Review

Johanson Financial Advisors increased its Tesla (TSLA) stake by 4.2% in Q4 2021, buying an estimated $58.4K and bringing the position to 4,359 shares worth $1.54M. The position accounts for 0.47% of the portfolio, ranked #46.

Johanson Financial Advisors first reported a position in TSLA in Q4 2019 and has held it in 7 quarters since. 2,752 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

  • Johanson Financial Advisors held 4,359 shares of Tesla worth $1.54M as of Q4 2021.
  • Johanson Financial Advisors bought 174 Tesla shares in Q4 2021, an estimated $58.4K.
  • Tesla made up 0.47% of Johanson Financial Advisors's portfolio in Q4 2021, its #46 holding.
  • Johanson Financial Advisors first reported a position in Tesla in Q4 2019 and has held it in 7 quarters since.
  • 2,752 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.