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Axxcess Wealth Management’s Stellantis STLA Stock Holding History

Axxcess 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
2024
Q3 		– Sell
-10,537
Closed -$209K – 945
2024
Q2 		$209K Hold
10,537
– – 0.01% 786
2024
Q1 		$298K Hold
10,537
– – 0.01% 667
2023
Q4 		$246K Sell
10,537
-237
-2% -$4.89K 0.01% 719
2023
Q3 		$206K Buy
+10,774
New +$202K 0.01% 725

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's STLA Position: Q3 2024 in Review

Axxcess Wealth Management sold out of Stellantis (STLA) in Q3 2024, closing a stake of 10,537 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in STLA in Q3 2023 and held it in 4 quarters. The position peaked at $298K in Q1 2024. 436 funds tracked by Wall St. Rank hold STLA as of Q3 2024.

  • Axxcess Wealth Management reported no remaining Stellantis position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,537 Stellantis shares in Q3 2024, an estimated $209K.
  • Axxcess Wealth Management first reported a position in Stellantis in Q3 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Stellantis position peaked at $298K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Stellantis as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.