Integrated Wealth Management (Palm Desert)’s Stellantis STLA Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,004	Closed	-$6K	–	900
2016 Q3	$6K	Hold	1,004	–	–	﹤0.01%	878
2016 Q2	$6K	Sell	1,004 -5	-0.5%	-$36	﹤0.01%	884
2016 Q1	$8K	Sell	1,009 -525	-34%	-$3.79K	﹤0.01%	766
2015 Q4	$14K	Hold	1,534	–	–	0.01%	679
2015 Q3	$13K	Hold	1,534	–	–	0.01%	704
2015 Q2	$15K	Hold	1,534	–	–	0.01%	696
2015 Q1	$16K	Buy	+1,534	New	+$14.3K	0.01%	633

Other funds holding STLA

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s STLA Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Stellantis (STLA) in Q4 2016, closing a stake of 1,004 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in STLA in Q1 2015 and held it in 7 quarters. The position peaked at $16K in Q1 2015. 193 funds tracked by Wall St. Rank hold STLA as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Stellantis position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,004 Stellantis shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in Stellantis in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Stellantis position peaked at $16K in Q1 2015.
193 funds tracked by Wall St. Rank held Stellantis as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.