Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-338
| Closed | -$7.89K | – | 873 |
|
|
2023
Q4 | $7.89K | Hold |
338
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $6.47K | Hold |
338
| – | – | ﹤0.01% | 604 |
|
|
2023
Q2 | $5.93K | Buy |
338
+10
| +3% | +$168 | ﹤0.01% | 641 |
|
|
2023
Q1 | $5.97K | Hold |
328
| – | – | ﹤0.01% | 636 |
|
|
2022
Q4 | $4.66K | Hold |
328
| – | – | ﹤0.01% | 667 |
|
|
2022
Q3 | $4K | Hold |
328
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $4K | Buy |
328
+8
| +3% | +$113 | ﹤0.01% | 665 |
|
|
2022
Q1 | $5K | Hold |
320
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $6K | Hold |
320
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $6K | Hold |
320
| – | – | ﹤0.01% | 693 |
|
|
2021
Q2 | $6K | Buy |
320
+3
| +0.9% | +$56 | ﹤0.01% | 695 |
|
|
2021
Q1 | $6K | Hold |
317
| – | – | ﹤0.01% | 689 |
|
|
2020
Q4 | $6K | Hold |
317
| – | – | ﹤0.01% | 643 |
|
|
2020
Q3 | $4K | Hold |
317
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $3K | Hold |
317
| – | – | ﹤0.01% | 656 |
|
|
2020
Q1 | $2K | Hold |
317
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $5K | Hold |
317
| – | – | ﹤0.01% | 582 |
|
|
2019
Q3 | $4K | Hold |
317
| – | – | ﹤0.01% | 600 |
|
|
2019
Q2 | $4K | Buy |
317
+17
| +6% | +$247 | ﹤0.01% | 628 |
|
|
2019
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 566 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 526 |
|
|
2018
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 541 |
|
|
2017
Q4 | $5K | Buy |
+300
| New | +$5.28K | ﹤0.01% | 550 |
|
|
2017
Q3 | – | Sell |
-301
| Closed | -$3K | – | 726 |
|
|
2017
Q2 | $3K | Buy |
301
+201
| +201% | +$2.14K | ﹤0.01% | 611 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 661 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 660 |
|
|
2016
Q3 | $1K | Buy |
+100
| New | +$657 | ﹤0.01% | 637 |
|
|
2016
Q2 | – | Sell |
-101
| Closed | -$1K | – | 720 |
|
|
2016
Q1 | $1K | Sell |
101
-52
| -34% | -$376 | ﹤0.01% | 617 |
|
|
2015
Q4 | $1K | Hold |
153
| – | – | ﹤0.01% | 641 |
|
|
2015
Q3 | $1K | Hold |
153
| – | – | ﹤0.01% | 645 |
|
|
2015
Q2 | $1K | Hold |
153
| – | – | ﹤0.01% | 629 |
|
|
2015
Q1 | $2K | Hold |
153
| – | – | ﹤0.01% | 612 |
|
|
2014
Q4 | $1K | Buy |
+153
| New | +$1.13K | ﹤0.01% | 631 |
|
Other funds holding STLA
B
BOI
Focused Wealth Management's STLA Position: Q1 2024 in Review
Focused Wealth Management sold out of Stellantis (STLA) in Q1 2024, closing a stake of 338 shares — an estimated $7.89K sold.
Focused Wealth Management first reported a position in STLA in Q4 2014 and held it in 35 quarters. The position peaked at $7.89K in Q4 2023. 494 funds tracked by Wall St. Rank hold STLA as of Q1 2024.
- Focused Wealth Management reported no remaining Stellantis position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 338 Stellantis shares in Q1 2024, an estimated $7.89K.
- Focused Wealth Management first reported a position in Stellantis in Q4 2014 and held it in 35 quarters.
- Focused Wealth Management's Stellantis position peaked at $7.89K in Q4 2023.
- 494 funds tracked by Wall St. Rank held Stellantis as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.