BKS Advisors’s Stellantis STLA Stock Holding History

BKS 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 Q1	–	Sell	-12,082	Closed	-$175K	–	217
2018 Q4	$175K	Hold	12,082	–	–	0.08%	191
2018 Q3	$211K	Hold	12,082	–	–	0.08%	203
2018 Q2	$228K	Hold	12,082	–	–	0.08%	196
2018 Q1	$248K	Hold	12,082	–	–	0.09%	179
2017 Q4	$216K	Hold	12,082	–	–	0.08%	192
2017 Q3	$216K	Sell	12,082 -48	-0.4%	-$664	0.08%	183
2017 Q2	$128K	Buy	+12,130	New	+$129K	0.05%	198

Other funds holding STLA

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKS Advisors's STLA Position: Q1 2019 in Review

BKS Advisors sold out of Stellantis (STLA) in Q1 2019, closing a stake of 12,082 shares — an estimated $175K sold.

BKS Advisors first reported a position in STLA in Q2 2017 and held it in 7 quarters. The position peaked at $248K in Q1 2018. 276 funds tracked by Wall St. Rank hold STLA as of Q1 2019.

BKS Advisors reported no remaining Stellantis position as of Q1 2019 after selling out during the quarter.
BKS Advisors sold 12,082 Stellantis shares in Q1 2019, an estimated $175K.
BKS Advisors first reported a position in Stellantis in Q2 2017 and held it in 7 quarters.
BKS Advisors's Stellantis position peaked at $248K in Q1 2018.
276 funds tracked by Wall St. Rank held Stellantis as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.