Bourgeon Capital Management’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-69
Closed -$1.61K 342
2023
Q4
$1.61K Buy
69
+25
+57% +$516 ﹤0.01% 308
2023
Q3
$842 Buy
+44
New +$823 ﹤0.01% 322

Other funds holding STLA

Bourgeon Capital Management's STLA Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Stellantis (STLA) in Q1 2024, closing a stake of 69 shares — an estimated $1.61K sold.

Bourgeon Capital Management first reported a position in STLA in Q3 2023 and held it in 2 quarters. The position peaked at $1.61K in Q4 2023. 493 funds tracked by Wall St. Rank hold STLA as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Stellantis position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 69 Stellantis shares in Q1 2024, an estimated $1.61K.
  • Bourgeon Capital Management first reported a position in Stellantis in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Stellantis position peaked at $1.61K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Stellantis as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.