CSat Investment Advisory’s Stellantis STLA Stock Holding History

CSat Investment Advisory’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
2020 Q3	–	Sell	-61,103	Closed	-$626K	–	1109
2020 Q2	$626K	Sell	61,103 -4,034	-6%	-$34.9K	0.08%	144
2020 Q1	$468K	Buy	65,137 +26,815	+70%	+$318K	0.1%	149
2019 Q4	$563K	Buy	38,322 +181	+0.5%	+$2.62K	0.15%	138
2019 Q3	$494K	Buy	38,141 +16,816	+79%	+$225K	0.16%	131
2019 Q2	$295K	Buy	+21,325	New	+$310K	0.1%	164

Other funds holding STLA

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

CSat Investment Advisory's STLA Position: Q3 2020 in Review

CSat Investment Advisory sold out of Stellantis (STLA) in Q3 2020, closing a stake of 61,103 shares — an estimated $626K sold.

CSat Investment Advisory first reported a position in STLA in Q2 2019 and held it in 5 quarters. The position peaked at $626K in Q2 2020. 225 funds tracked by Wall St. Rank hold STLA as of Q3 2020.

CSat Investment Advisory reported no remaining Stellantis position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 61,103 Stellantis shares in Q3 2020, an estimated $626K.
CSat Investment Advisory first reported a position in Stellantis in Q2 2019 and held it in 5 quarters.
CSat Investment Advisory's Stellantis position peaked at $626K in Q2 2020.
225 funds tracked by Wall St. Rank held Stellantis as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.