Avalon Investment & Advisory’s Stellantis STLA Stock Holding History

Avalon Investment & Advisory’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
2022 Q4	–	Sell	-17,863	Closed	-$211K	–	325
2022 Q3	$211K	Sell	17,863 -1,116	-6%	-$15K	0.01%	278
2022 Q2	$235K	Sell	18,979 -3,062	-14%	-$43.3K	0.01%	291
2022 Q1	$359K	Sell	22,041 -27,956	-56%	-$511K	0.01%	268
2021 Q4	$938K	Sell	49,997 -30,151	-38%	-$581K	0.02%	214
2021 Q3	$1.53M	Sell	80,148 -116,216	-59%	-$2.3M	0.04%	210
2021 Q2	$3.87M	Buy	196,364 +60,742	+45%	+$1.14M	0.09%	158
2021 Q1	$2.41M	Buy	+135,622	New	+$2.28M	0.06%	179

Other funds holding STLA

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

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

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

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

BOI

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

Norges Bank Oslo, Norway $935B AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

Avalon Investment & Advisory's STLA Position: Q4 2022 in Review

Avalon Investment & Advisory sold out of Stellantis (STLA) in Q4 2022, closing a stake of 17,863 shares — an estimated $211K sold.

Avalon Investment & Advisory first reported a position in STLA in Q1 2021 and held it in 7 quarters. The position peaked at $3.87M in Q2 2021. 361 funds tracked by Wall St. Rank hold STLA as of Q4 2022.

Avalon Investment & Advisory reported no remaining Stellantis position as of Q4 2022 after selling out during the quarter.
Avalon Investment & Advisory sold 17,863 Stellantis shares in Q4 2022, an estimated $211K.
Avalon Investment & Advisory first reported a position in Stellantis in Q1 2021 and held it in 7 quarters.
Avalon Investment & Advisory's Stellantis position peaked at $3.87M in Q2 2021.
361 funds tracked by Wall St. Rank held Stellantis as of Q4 2022.

Based on Avalon Investment & Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.