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Holistic Financial Partners’s Stellantis STLA Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-521
Closed -$11K – 315
2018
Q1 		$11K Buy
+521
New +$11.4K 0.01% 312

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Holistic Financial Partners's STLA Position: Q2 2018 in Review

Holistic Financial Partners sold out of Stellantis (STLA) in Q2 2018, closing a stake of 521 shares — an estimated $11K sold.

Holistic Financial Partners first reported a position in STLA in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 281 funds tracked by Wall St. Rank hold STLA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Stellantis position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 521 Stellantis shares in Q2 2018, an estimated $11K.
  • Holistic Financial Partners first reported a position in Stellantis in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Stellantis position peaked at $11K in Q1 2018.
  • 281 funds tracked by Wall St. Rank held Stellantis as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.