BKM Wealth Management’s Stellantis STLA Stock Holding History

BKM 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 Q1	–	Sell	-296	Closed	-$6.9K	–	503
2023 Q4	$6.9K	Buy	+296	New	+$6.11K	﹤0.01%	487

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BOI

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BKM Wealth Management's STLA Position: Q1 2024 in Review

BKM Wealth Management sold out of Stellantis (STLA) in Q1 2024, closing a stake of 296 shares — an estimated $6.9K sold.

BKM Wealth Management first reported a position in STLA in Q4 2023 and held it in 1 quarter. The position peaked at $6.9K in Q4 2023. 493 funds tracked by Wall St. Rank hold STLA as of Q1 2024.

BKM Wealth Management reported no remaining Stellantis position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 296 Stellantis shares in Q1 2024, an estimated $6.9K.
BKM Wealth Management first reported a position in Stellantis in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Stellantis position peaked at $6.9K in Q4 2023.
493 funds tracked by Wall St. Rank held Stellantis as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.