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Financial Synergies Wealth Advisors’s Stellantis STLA Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-60
Closed -$1.7K – 419
2024
Q1 		$1.7K Sell
60
-19
-24% -$473 ﹤0.01% 342
2023
Q4 		$1.12K Buy
79
+19
+32% +$392 ﹤0.01% 314
2023
Q3 		$1.15K Hold
60
– – ﹤0.01% 357
2023
Q2 		$1.05K Sell
60
-19
-24% -$319 ﹤0.01% 367
2023
Q1 		$1.44K Hold
79
– – ﹤0.01% 337
2022
Q4 		$1.12K Buy
79
+6
+8% +$83 ﹤0.01% 314
2022
Q3 		$865 Hold
73
– – ﹤0.01% 317
2022
Q2 		$903 Buy
+73
New +$1.03K ﹤0.01% 319

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Financial Synergies Wealth Advisors's STLA Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Stellantis (STLA) in Q2 2024, closing a stake of 60 shares — an estimated $1.7K sold.

Financial Synergies Wealth Advisors first reported a position in STLA in Q2 2022 and held it in 8 quarters. The position peaked at $1.7K in Q1 2024. 462 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 60 Stellantis shares in Q2 2024, an estimated $1.7K.
  • Financial Synergies Wealth Advisors first reported a position in Stellantis in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Stellantis position peaked at $1.7K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.