Arete Wealth Advisors’s Stellantis STLA Stock Holding History

Arete Wealth Advisors’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
2024 Q4	–	Sell	-28,663	Closed	-$403K	–	788
2024 Q3	$403K	Buy	28,663 +256	+0.9%	+$4.35K	0.03%	429
2024 Q2	$564K	Buy	+28,407	New	+$658K	0.05%	361
2023 Q3	–	Sell	-11,218	Closed	-$197K	–	689
2023 Q2	$197K	Buy	+11,218	New	+$188K	0.02%	600

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Arete Wealth Advisors's STLA Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Stellantis (STLA) in Q4 2024, closing a stake of 28,663 shares — an estimated $403K sold.

Arete Wealth Advisors first reported a position in STLA in Q2 2023 and held it in 3 quarters. The position peaked at $564K in Q2 2024. 432 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Arete Wealth Advisors reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 28,663 Stellantis shares in Q4 2024, an estimated $403K.
Arete Wealth Advisors first reported a position in Stellantis in Q2 2023 and held it in 3 quarters.
Arete Wealth Advisors's Stellantis position peaked at $564K in Q2 2024.
432 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.