Envestnet Portfolio Solutions’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,508
Closed -$298K 1689
2024
Q1
$298K Buy
10,508
+562
+6% +$14K ﹤0.01% 1359
2023
Q4
$232K Sell
9,946
-2,866
-22% -$59.2K ﹤0.01% 1426
2023
Q3
$246K Buy
+12,812
New +$240K ﹤0.01% 1333

Other funds holding STLA

Envestnet Portfolio Solutions's STLA Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Stellantis (STLA) in Q2 2024, closing a stake of 10,508 shares — an estimated $298K sold.

Envestnet Portfolio Solutions first reported a position in STLA in Q3 2023 and held it in 3 quarters. The position peaked at $298K in Q1 2024. 462 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,508 Stellantis shares in Q2 2024, an estimated $298K.
  • Envestnet Portfolio Solutions first reported a position in Stellantis in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Stellantis position peaked at $298K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.