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Beacon Pointe Wealth Advisors’s Stellantis STLA Stock Holding History

Beacon Pointe 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
2019
Q4 		$220K Buy
+15,000
New +$217K 0.04% 246
2019
Q3 		– Sell
-15,000
Closed -$207K – 291
2019
Q2 		$207K Hold
15,000
– – 0.04% 251
2019
Q1 		$223K Hold
15,000
– – 0.05% 238
2018
Q4 		$217K Buy
+15,000
New +$242K 0.08% 207

Other funds holding STLA

Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Beacon Pointe Wealth Advisors's STLA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Stellantis (STLA) in Q4 2019: 15,000 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in STLA as recently as Q2 2019.

Beacon Pointe Wealth Advisors first reported a position in STLA in Q4 2018 and has held it in 4 quarters since. The position peaked at $223K in Q1 2019. 270 funds tracked by Wall St. Rank hold STLA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 15,000 shares of Stellantis worth $220K as of Q4 2019.
  • Stellantis was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Stellantis made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #246 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Stellantis in Q4 2018 and has held it in 4 quarters since.
  • Beacon Pointe Wealth Advisors's Stellantis position peaked at $223K in Q1 2019.
  • 270 funds tracked by Wall St. Rank held Stellantis as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.