Evoke Wealth’s Stellantis STLA Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-59	Closed	-$1K	–	1122
2020 Q2	$1K	Sell	59 -15	-20%	-$130	﹤0.01%	1029
2020 Q1	$531	Sell	74 -14	-16%	-$166	﹤0.01%	1012
2019 Q4	$1.29K	Buy	88 +14	+19%	+$202	﹤0.01%	1130
2019 Q3	$969	Buy	+74	New	+$990	﹤0.01%	1310

Other funds holding STLA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Evoke Wealth's STLA Position: Q3 2020 in Review

Evoke Wealth sold out of Stellantis (STLA) in Q3 2020, closing a stake of 59 shares — an estimated $1K sold.

Evoke Wealth first reported a position in STLA in Q3 2019 and held it in 4 quarters. The position peaked at $1.29K in Q4 2019. 225 funds tracked by Wall St. Rank hold STLA as of Q3 2020.

Evoke Wealth reported no remaining Stellantis position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 59 Stellantis shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in Stellantis in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Stellantis position peaked at $1.29K in Q4 2019.
225 funds tracked by Wall St. Rank held Stellantis as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.