Evermay Wealth Management’s Stellantis STLA Stock Holding History

Evermay 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
2024 Q4	–	Sell	-120	Closed	-$1.69K	–	609
2024 Q3	$1.69K	Sell	120 -80	-40%	-$1.36K	﹤0.01%	550
2024 Q2	$3.97K	Buy	+200	New	+$4.63K	﹤0.01%	509

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evermay Wealth Management's STLA Position: Q4 2024 in Review

Evermay Wealth Management sold out of Stellantis (STLA) in Q4 2024, closing a stake of 120 shares — an estimated $1.69K sold.

Evermay Wealth Management first reported a position in STLA in Q2 2024 and held it in 2 quarters. The position peaked at $3.97K in Q2 2024. 433 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Evermay Wealth Management reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 120 Stellantis shares in Q4 2024, an estimated $1.69K.
Evermay Wealth Management first reported a position in Stellantis in Q2 2024 and held it in 2 quarters.
Evermay Wealth Management's Stellantis position peaked at $3.97K in Q2 2024.
433 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.