Castle Wealth Management’s Stellantis STLA Stock Holding History

Castle 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
2022 Q4	–	Sell	-900	Closed	-$11K	–	567
2022 Q3	$11K	Buy	900 +463	+106%	+$6.22K	0.01%	409
2022 Q2	$5K	Buy	+437	New	+$6.18K	﹤0.01%	493

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

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

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

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

BOI

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

Castle Wealth Management's STLA Position: Q4 2022 in Review

Castle Wealth Management sold out of Stellantis (STLA) in Q4 2022, closing a stake of 900 shares — an estimated $11K sold.

Castle Wealth Management first reported a position in STLA in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 361 funds tracked by Wall St. Rank hold STLA as of Q4 2022.

Castle Wealth Management reported no remaining Stellantis position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 900 Stellantis shares in Q4 2022, an estimated $11K.
Castle Wealth Management first reported a position in Stellantis in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Stellantis position peaked at $11K in Q3 2022.
361 funds tracked by Wall St. Rank held Stellantis as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.