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Glassman Wealth Services’s Stellantis STLA Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-1,246
Closed -$23.8K – 2069
2023
Q3 		$23.8K Buy
1,246
+161
+15% +$3.01K ﹤0.01% 619
2023
Q2 		$19K Sell
1,085
-35
-3% -$587 ﹤0.01% 630
2023
Q1 		$20.4K Sell
1,120
-32
-3% -$534 ﹤0.01% 633
2022
Q4 		$16.4K Buy
1,152
+31
+3% +$431 ﹤0.01% 710
2022
Q3 		$13K Buy
1,121
+453
+68% +$6.08K ﹤0.01% 735
2022
Q2 		$8K Sell
668
-485
-42% -$6.86K ﹤0.01% 883
2022
Q1 		$19K Buy
1,153
+216
+23% +$3.95K ﹤0.01% 666
2021
Q4 		$18K Sell
937
-358
-28% -$6.9K ﹤0.01% 638
2021
Q3 		$25K Buy
1,295
+399
+45% +$7.9K 0.01% 530
2021
Q2 		$18K Buy
896
+240
+37% +$4.51K ﹤0.01% 605
2021
Q1 		$12K Buy
+656
New +$11K ﹤0.01% 677
2020
Q1 		– Sell
-15
Closed – – 1534
2019
Q4 		$0 Buy
+15
New +$217 ﹤0.01% 1465

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Glassman Wealth Services's STLA Position: Q4 2023 in Review

Glassman Wealth Services sold out of Stellantis (STLA) in Q4 2023, closing a stake of 1,246 shares — an estimated $23.8K sold.

Glassman Wealth Services first reported a position in STLA in Q4 2019 and held it in 12 quarters. The position peaked at $25K in Q3 2021. 461 funds tracked by Wall St. Rank hold STLA as of Q4 2023.

  • Glassman Wealth Services reported no remaining Stellantis position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 1,246 Stellantis shares in Q4 2023, an estimated $23.8K.
  • Glassman Wealth Services first reported a position in Stellantis in Q4 2019 and held it in 12 quarters.
  • Glassman Wealth Services's Stellantis position peaked at $25K in Q3 2021.
  • 461 funds tracked by Wall St. Rank held Stellantis as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.