Intercontinental Wealth Advisors’s Stellantis STLA Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$692K	Buy	39,475 +1,059	+3%	+$17.8K	0.17%	142
2023 Q1	$699K	Buy	+38,416	New	+$642K	0.18%	134
2019 Q1	–	Sell	-15,531	Closed	-$225K	–	451
2018 Q4	$225K	Sell	15,531 -795	-5%	-$12.8K	0.13%	112
2018 Q3	$286K	Buy	16,326 +1,219	+8%	+$21.5K	0.14%	105
2018 Q2	$285K	Hold	15,107	–	–	0.16%	101
2018 Q1	$310K	Buy	+15,107	New	+$331K	0.18%	90

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Intercontinental Wealth Advisors's STLA Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Stellantis (STLA) stake by 2.8% in Q2 2023, buying an estimated $17.8K and bringing the position to 39,475 shares worth $692K. The position accounts for 0.17% of the portfolio, ranked #142.

Intercontinental Wealth Advisors first reported a position in STLA in Q1 2018 and has held it in 6 quarters since. The position peaked at $699K in Q1 2023. 401 funds tracked by Wall St. Rank hold STLA as of Q2 2023.

Intercontinental Wealth Advisors held 39,475 shares of Stellantis worth $692K as of Q2 2023.
Intercontinental Wealth Advisors bought 1,059 Stellantis shares in Q2 2023, an estimated $17.8K.
Stellantis made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #142 holding.
Intercontinental Wealth Advisors first reported a position in Stellantis in Q1 2018 and has held it in 6 quarters since.
Intercontinental Wealth Advisors's Stellantis position peaked at $699K in Q1 2023.
401 funds tracked by Wall St. Rank held Stellantis as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.