Compass Wealth Management’s Stellantis STLA Stock Holding History

Compass 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
2023 Q3	–	Sell	-1,500	Closed	-$26.3K	–	410
2023 Q2	$26.3K	Hold	1,500	–	–	0.01%	303
2023 Q1	$27.3K	Hold	1,500	–	–	0.01%	299
2022 Q4	$21.2K	Buy	+1,500	New	+$20.9K	0.01%	311

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Compass Wealth Management's STLA Position: Q3 2023 in Review

Compass Wealth Management sold out of Stellantis (STLA) in Q3 2023, closing a stake of 1,500 shares — an estimated $26.3K sold.

Compass Wealth Management first reported a position in STLA in Q4 2022 and held it in 3 quarters. The position peaked at $27.3K in Q1 2023. 405 funds tracked by Wall St. Rank hold STLA as of Q3 2023.

Compass Wealth Management reported no remaining Stellantis position as of Q3 2023 after selling out during the quarter.
Compass Wealth Management sold 1,500 Stellantis shares in Q3 2023, an estimated $26.3K.
Compass Wealth Management first reported a position in Stellantis in Q4 2022 and held it in 3 quarters.
Compass Wealth Management's Stellantis position peaked at $27.3K in Q1 2023.
405 funds tracked by Wall St. Rank held Stellantis as of Q3 2023.

Based on Compass Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.