Heritage Financial Services’s Stellantis STLA Stock Holding History

Heritage Financial 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
2022 Q3	–	Sell	-300	Closed	-$3K	–	414
2022 Q2	$3K	Buy	+300	New	+$4.24K	﹤0.01%	400

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BOI

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Heritage Financial Services's STLA Position: Q3 2022 in Review

Heritage Financial Services sold out of Stellantis (STLA) in Q3 2022, closing a stake of 300 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in STLA in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 331 funds tracked by Wall St. Rank hold STLA as of Q3 2022.

Heritage Financial Services reported no remaining Stellantis position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 300 Stellantis shares in Q3 2022, an estimated $3K.
Heritage Financial Services first reported a position in Stellantis in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Stellantis position peaked at $3K in Q2 2022.
331 funds tracked by Wall St. Rank held Stellantis as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.