Compass Planning Associates’s Stellantis STLA Stock Holding History

Compass Planning Associates’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
2025 Q2	–	Sell	-182	Closed	-$2.04K	–	130
2025 Q1	$2.04K	Hold	182	–	–	﹤0.01%	127
2024 Q4	$2.37K	Buy	+182	New	+$2.42K	﹤0.01%	131

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BOI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Compass Planning Associates's STLA Position: Q2 2025 in Review

Compass Planning Associates sold out of Stellantis (STLA) in Q2 2025, closing a stake of 182 shares — an estimated $2.04K sold.

Compass Planning Associates first reported a position in STLA in Q4 2024 and held it in 2 quarters. The position peaked at $2.37K in Q4 2024. 394 funds tracked by Wall St. Rank hold STLA as of Q2 2025.

Compass Planning Associates reported no remaining Stellantis position as of Q2 2025 after selling out during the quarter.
Compass Planning Associates sold 182 Stellantis shares in Q2 2025, an estimated $2.04K.
Compass Planning Associates first reported a position in Stellantis in Q4 2024 and held it in 2 quarters.
Compass Planning Associates's Stellantis position peaked at $2.37K in Q4 2024.
394 funds tracked by Wall St. Rank held Stellantis as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.