Berman Capital Advisors’s Stellantis STLA Stock Holding History

Berman Capital 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
2021 Q3	$17K	Buy	927 +168	+22%	+$3.33K	﹤0.01%	1037
2021 Q2	$14K	Buy	+759	New	+$14.3K	﹤0.01%	1035
2021 Q1	–	Sell	-610	Closed	-$11K	–	1899
2020 Q4	$11K	Hold	610	–	–	﹤0.01%	902
2020 Q3	$7K	Hold	610	–	–	﹤0.01%	938
2020 Q2	$5K	Buy	610 +151	+33%	+$1.3K	﹤0.01%	996
2020 Q1	$3K	Buy	+459	New	+$5.44K	﹤0.01%	1067
2019 Q1	–	Sell	-79	Closed	-$1K	–	1470
2018 Q4	$1K	Buy	+79	New	+$1.27K	﹤0.01%	1062

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

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

Berman Capital Advisors's STLA Position: Q3 2021 in Review

Berman Capital Advisors increased its Stellantis (STLA) stake by 22% in Q3 2021, buying an estimated $3.33K and bringing the position to 927 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Berman Capital Advisors first reported a position in STLA in Q4 2018 and has held it in 7 quarters since. 290 funds tracked by Wall St. Rank hold STLA as of Q3 2021.

Berman Capital Advisors held 927 shares of Stellantis worth $17K as of Q3 2021.
Berman Capital Advisors bought 168 Stellantis shares in Q3 2021, an estimated $3.33K.
Stellantis made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1037 holding.
Berman Capital Advisors first reported a position in Stellantis in Q4 2018 and has held it in 7 quarters since.
290 funds tracked by Wall St. Rank held Stellantis as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.