Lenox Wealth Management’s Stellantis STLA Stock Holding History

Lenox Wealth Management’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
2020 Q2	$3K	Hold	354	–	–	﹤0.01%	600
2020 Q1	$2K	Buy	+354	New	+$4.19K	﹤0.01%	620
2019 Q1	–	Sell	-377	Closed	-$5K	–	707
2018 Q4	$5K	Buy	377 +347	+1,157%	+$5.59K	﹤0.01%	470
2018 Q3	$2K	Sell	30 -307	-91%	-$5.42K	﹤0.01%	589
2018 Q2	$6K	Buy	+337	New	+$7.38K	﹤0.01%	421

Other funds holding STLA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lenox Wealth Management's STLA Position: Q2 2020 in Review

Lenox Wealth Management held its Stellantis (STLA) position steady in Q2 2020 at 354 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Lenox Wealth Management first reported a position in STLA in Q2 2018 and has held it in 5 quarters since. The position peaked at $6K in Q2 2018. 231 funds tracked by Wall St. Rank hold STLA as of Q2 2020.

Lenox Wealth Management held 354 shares of Stellantis worth $3K as of Q2 2020.
Lenox Wealth Management left its Stellantis share count unchanged in Q2 2020.
Stellantis made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #600 holding.
Lenox Wealth Management first reported a position in Stellantis in Q2 2018 and has held it in 5 quarters since.
Lenox Wealth Management's Stellantis position peaked at $6K in Q2 2018.
231 funds tracked by Wall St. Rank held Stellantis as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.