Evercore Wealth Management’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-209
Closed -$2K 1036
2017
Q1
$2K Hold
209
﹤0.01% 955
2016
Q4
$2K Buy
+209
New +$1.56K ﹤0.01% 955

Other funds holding STLA

Evercore Wealth Management's STLA Position: Q2 2017 in Review

Evercore Wealth Management sold out of Stellantis (STLA) in Q2 2017, closing a stake of 209 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in STLA in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 213 funds tracked by Wall St. Rank hold STLA as of Q2 2017.

  • Evercore Wealth Management reported no remaining Stellantis position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 209 Stellantis shares in Q2 2017, an estimated $2K.
  • Evercore Wealth Management first reported a position in Stellantis in Q4 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Stellantis position peaked at $2K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Stellantis as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.