TSLA β€” TESLA INC

Ownership history in Ignite Planners, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.94% (2023 Q2)
πŸ“Š Avg. % of fund
1.18%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Ignite Planners, LLC Γ— TSLA AI Analytics

πŸ“ˆ Ignite Planners, LLC outperformed the S&P 500 by +17.4% annually on this TSLA position. Timing score: 44% (7/16 decisions correct). Average cost basis: $181.91. Maximum drawdown during holding period: –65.7%.

πŸ“ˆ Position Alpha vs SPY
+17.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 17.4% per year on this position.
16 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct

πŸ’° Entry Quality
$181.91
+147.2% vs current ($449.72)

Best entry: $123.18 (2022 Q4)  Β·  Worst: $359.20 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–65.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
53%
buy-side decisions

9 adds Β· 8 trims. Bought during 4 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.15% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TSLA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,471 -4 -0.0% 1.15% $7.5M $449.72
2025 Q3 REDUCED 17,475 -170 -1.0% 1.27% $7.8M $444.72
2025 Q2 REDUCED 17,645 -98 -0.6% 1.01% $5.8M $317.66
2025 Q1 ADDED 17,743 +767 +4.5% 0.97% $5.0M $259.16
2024 Q4 REDUCED 16,976 -2,744 -13.9% 1.53% $7.0M $403.84
2024 Q3 REDUCED 19,720 -185 -0.9% 1.18% $5.2M $261.63
2024 Q2 REDUCED 19,905 -1,097 -5.2% 1.22% $5.0M $197.88
2024 Q1 REDUCED 21,002 -213 -1.0% 1.03% $3.7M $175.79
2023 Q4 REDUCED 21,215 -246 -1.1% 1.57% $5.3M $248.48
2023 Q3 ADDED 21,461 +3,118 +17.0% 1.70% $5.6M $250.22
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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