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Cyndeo Wealth Partners’s Stellantis STLA Stock Holding History

Cyndeo 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
Q3 		– Sell
-227,371
Closed -$4.51M – 462
2024
Q2 		$4.51M Buy
227,371
+17,327
+8% +$401K 0.35% 84
2024
Q1 		$5.94M Buy
210,044
+4,811
+2% +$120K 0.49% 61
2023
Q4 		$4.79M Buy
+205,233
New +$4.24M 0.44% 74

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cyndeo Wealth Partners's STLA Position: Q3 2024 in Review

Cyndeo Wealth Partners sold out of Stellantis (STLA) in Q3 2024, closing a stake of 227,371 shares — an estimated $4.51M sold.

Cyndeo Wealth Partners first reported a position in STLA in Q4 2023 and held it in 3 quarters. The position peaked at $5.94M in Q1 2024. 436 funds tracked by Wall St. Rank hold STLA as of Q3 2024.

  • Cyndeo Wealth Partners reported no remaining Stellantis position as of Q3 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 227,371 Stellantis shares in Q3 2024, an estimated $4.51M.
  • Cyndeo Wealth Partners first reported a position in Stellantis in Q4 2023 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Stellantis position peaked at $5.94M in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Stellantis as of Q3 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.