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Legacy Financial Advisors’s Stellantis STLA Stock Holding History

Legacy Financial 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
2024
Q2 		– Sell
-9,184
Closed -$260K – 355
2024
Q1 		$260K Buy
+9,184
New +$229K 0.05% 274
2019
Q2 		– Sell
-350
Closed -$5K – 787
2019
Q1 		$5K Sell
350
-581
-62% -$8.93K ﹤0.01% 783
2018
Q4 		$13K Buy
931
+829
+813% +$13.3K 0.01% 504
2018
Q3 		$1K Hold
102
– – ﹤0.01% 860
2018
Q2 		$2K Buy
+102
New +$2.23K ﹤0.01% 836

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Legacy Financial Advisors's STLA Position: Q2 2024 in Review

Legacy Financial Advisors sold out of Stellantis (STLA) in Q2 2024, closing a stake of 9,184 shares — an estimated $260K sold.

Legacy Financial Advisors first reported a position in STLA in Q2 2018 and held it in 5 quarters. The position peaked at $260K in Q1 2024. 462 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Legacy Financial Advisors reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 9,184 Stellantis shares in Q2 2024, an estimated $260K.
  • Legacy Financial Advisors first reported a position in Stellantis in Q2 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's Stellantis position peaked at $260K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Legacy Financial Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.