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Concord Wealth Partners’s Stellantis STLA Stock Holding History

Concord Wealth Partners’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
2024
Q2 		– Sell
-600
Closed -$17K – 908
2024
Q1 		$17K Buy
+600
New +$14.9K ﹤0.01% 510
2023
Q4 		– Sell
-600
Closed -$11.5K – 1004
2023
Q3 		$11.5K Hold
600
– – ﹤0.01% 595
2023
Q2 		$10.5K Buy
600
+100
+20% +$1.68K ﹤0.01% 596
2023
Q1 		$9.1K Buy
+500
New +$8.35K ﹤0.01% 603
2022
Q2 		– Sell
-123
Closed -$2K – 1362
2022
Q1 		$2K Hold
123
– – ﹤0.01% 1139
2021
Q4 		$2K Buy
123
+71
+137% +$1.37K ﹤0.01% 1166
2021
Q3 		$1K Sell
52
-58
-53% -$1.15K ﹤0.01% 867
2021
Q2 		$2K Buy
110
+1
+0.9% +$19 ﹤0.01% 917
2021
Q1 		$2K Buy
+109
New +$1.83K ﹤0.01% 852

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Concord Wealth Partners's STLA Position: Q2 2024 in Review

Concord Wealth Partners sold out of Stellantis (STLA) in Q2 2024, closing a stake of 600 shares — an estimated $17K sold.

Concord Wealth Partners first reported a position in STLA in Q1 2021 and held it in 9 quarters. The position peaked at $17K in Q1 2024. 463 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Concord Wealth Partners reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 600 Stellantis shares in Q2 2024, an estimated $17K.
  • Concord Wealth Partners first reported a position in Stellantis in Q1 2021 and held it in 9 quarters.
  • Concord Wealth Partners's Stellantis position peaked at $17K in Q1 2024.
  • 463 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.