EWM
STLA icon

Edge Wealth Management’s Stellantis STLA Stock Holding History

Edge 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
2018
Q3 		– Sell
-30,213
Closed -$571K – 633
2018
Q2 		$571K Buy
30,213
+26,213
+655% +$574K 0.15% 88
2018
Q1 		$82K Buy
4,000
+3,000
+300% +$65.7K 0.02% 180
2017
Q4 		$17K Buy
+1,000
New +$17.6K ﹤0.01% 328

Other funds holding STLA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Edge Wealth Management's STLA Position: Q3 2018 in Review

Edge Wealth Management sold out of Stellantis (STLA) in Q3 2018, closing a stake of 30,213 shares — an estimated $571K sold.

Edge Wealth Management first reported a position in STLA in Q4 2017 and held it in 3 quarters. The position peaked at $571K in Q2 2018. 276 funds tracked by Wall St. Rank hold STLA as of Q3 2018.

  • Edge Wealth Management reported no remaining Stellantis position as of Q3 2018 after selling out during the quarter.
  • Edge Wealth Management sold 30,213 Stellantis shares in Q3 2018, an estimated $571K.
  • Edge Wealth Management first reported a position in Stellantis in Q4 2017 and held it in 3 quarters.
  • Edge Wealth Management's Stellantis position peaked at $571K in Q2 2018.
  • 276 funds tracked by Wall St. Rank held Stellantis as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.