Genovese Burford & Brothers Wealth & Retirement Plan Management’s Stellantis STLA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q1	–	Sell	-500	Closed	-$13K	–	458
2017 Q4	$13K	Hold	500	–	–	0.03%	173
2017 Q3	$8K	Sell	500 -2	-0.4%	-$28	﹤0.01%	302
2017 Q2	$5K	Hold	502	–	–	﹤0.01%	317
2017 Q1	$6K	Hold	502	–	–	﹤0.01%	341
2016 Q4	$5K	Hold	502	–	–	﹤0.01%	391
2016 Q3	$3K	Hold	502	–	–	﹤0.01%	380
2016 Q2	$3K	Sell	502 -3	-0.6%	-$22	﹤0.01%	352
2016 Q1	$4K	Sell	505 -262	-34%	-$1.89K	﹤0.01%	320
2015 Q4	$7K	Buy	+767	New	+$7.2K	﹤0.01%	279

Other funds holding STLA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's STLA Position: Q1 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Stellantis (STLA) in Q1 2018, closing a stake of 500 shares — an estimated $13K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in STLA in Q4 2015 and held it in 9 quarters. The position peaked at $13K in Q4 2017. 288 funds tracked by Wall St. Rank hold STLA as of Q1 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Stellantis position as of Q1 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 500 Stellantis shares in Q1 2018, an estimated $13K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Stellantis in Q4 2015 and held it in 9 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Stellantis position peaked at $13K in Q4 2017.
288 funds tracked by Wall St. Rank held Stellantis as of Q1 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2018, filed 25 Apr 2018.