Kestra Private Wealth Services’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,089
Closed -$201K 1413
2024
Q1
$201K Sell
7,089
-1,714
-19% -$42.7K ﹤0.01% 1197
2023
Q4
$205K Sell
8,803
-1,592
-15% -$32.9K 0.01% 1099
2023
Q3
$199K Buy
+10,395
New +$195K 0.01% 1035
2023
Q2
Sell
-10,446
Closed -$190K 1133
2023
Q1
$190K Sell
10,446
-1,682
-14% -$28.1K 0.01% 938
2022
Q4
$172K Sell
12,128
-515
-4% -$7.17K 0.01% 820
2022
Q3
$150K Sell
12,643
-20,903
-62% -$281K 0.01% 814
2022
Q2
$415K Buy
33,546
+10,289
+44% +$145K 0.02% 559
2022
Q1
$378K Buy
23,257
+3,145
+16% +$57.5K 0.02% 671
2021
Q4
$377K Buy
+20,112
New +$388K 0.02% 681

Other funds holding STLA

Kestra Private Wealth Services's STLA Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Stellantis (STLA) in Q2 2024, closing a stake of 7,089 shares — an estimated $201K sold.

Kestra Private Wealth Services first reported a position in STLA in Q4 2021 and held it in 9 quarters. The position peaked at $415K in Q2 2022. 462 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,089 Stellantis shares in Q2 2024, an estimated $201K.
  • Kestra Private Wealth Services first reported a position in Stellantis in Q4 2021 and held it in 9 quarters.
  • Kestra Private Wealth Services's Stellantis position peaked at $415K in Q2 2022.
  • 462 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.