Arbor Wealth Management’s Stellantis STLA Stock Holding History

Arbor Wealth Management’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-273,485	Closed	-$4.02M	–	55
2019 Q4	$4.02M	Sell	273,485 -118,036	-30%	-$1.71M	1.68%	26
2019 Q3	$5.07M	Buy	391,521 +1,196	+0.3%	+$16K	2.61%	15
2019 Q2	$5.39M	Buy	390,325 +130,499	+50%	+$1.89M	2.91%	15
2019 Q1	$3.86M	Buy	259,826 +1,185	+0.5%	+$18.2K	2.32%	17
2018 Q4	$3.74M	Buy	+258,641	New	+$4.17M	3.29%	13
2017 Q1	–	Sell	-35,155	Closed	-$384	–	71
2016 Q4	$384	Sell	35,155 -1,470	-4%	-$11K	0.3%	56
2016 Q3	$229K	Sell	36,625 -2,006	-5%	-$13.2K	0.2%	68
2016 Q2	$244K	Buy	38,631 +77	+0.2%	+$557	0.23%	64
2016 Q1	$296K	Sell	38,554 -20,048	-34%	-$145K	0.31%	61
2015 Q4	$226K	Buy	+58,602	New	+$550K	0.25%	72

Other funds holding STLA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Arbor Wealth Management's STLA Position: Q1 2020 in Review

Arbor Wealth Management sold out of Stellantis (STLA) in Q1 2020, closing a stake of 273,485 shares — an estimated $4.02M sold.

Arbor Wealth Management first reported a position in STLA in Q4 2015 and held it in 10 quarters. The position peaked at $5.39M in Q2 2019. 251 funds tracked by Wall St. Rank hold STLA as of Q1 2020.

Arbor Wealth Management reported no remaining Stellantis position as of Q1 2020 after selling out during the quarter.
Arbor Wealth Management sold 273,485 Stellantis shares in Q1 2020, an estimated $4.02M.
Arbor Wealth Management first reported a position in Stellantis in Q4 2015 and held it in 10 quarters.
Arbor Wealth Management's Stellantis position peaked at $5.39M in Q2 2019.
251 funds tracked by Wall St. Rank held Stellantis as of Q1 2020.

Based on Arbor Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.