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Live Oak Private Wealth’s Stellantis STLA Stock Holding History

Live Oak Private Wealth’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 		– Sell
-24,013
Closed -$173K – 142
2020
Q1 		$173K Buy
24,013
+526
+2% +$6.23K 0.18% 73
2019
Q4 		$345K Buy
+23,487
New +$340K 0.34% 51

Other funds holding STLA

UBS Group
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Live Oak Private Wealth's STLA Position: Q2 2020 in Review

Live Oak Private Wealth sold out of Stellantis (STLA) in Q2 2020, closing a stake of 24,013 shares — an estimated $173K sold.

Live Oak Private Wealth first reported a position in STLA in Q4 2019 and held it in 2 quarters. The position peaked at $345K in Q4 2019. 231 funds tracked by Wall St. Rank hold STLA as of Q2 2020.

  • Live Oak Private Wealth reported no remaining Stellantis position as of Q2 2020 after selling out during the quarter.
  • Live Oak Private Wealth sold 24,013 Stellantis shares in Q2 2020, an estimated $173K.
  • Live Oak Private Wealth first reported a position in Stellantis in Q4 2019 and held it in 2 quarters.
  • Live Oak Private Wealth's Stellantis position peaked at $345K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Stellantis as of Q2 2020.

Based on Live Oak Private Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.