MWM
STLA icon

Madison Wealth Management’s Stellantis STLA Stock Holding History

Madison 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
Q1 		– Sell
-10,450
Closed -$154K – 144
2019
Q4 		$154K Buy
+10,450
New +$151K 0.04% 147

Other funds holding STLA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Madison Wealth Management's STLA Position: Q1 2020 in Review

Madison Wealth Management sold out of Stellantis (STLA) in Q1 2020, closing a stake of 10,450 shares — an estimated $154K sold.

Madison Wealth Management first reported a position in STLA in Q4 2019 and held it in 1 quarter. The position peaked at $154K in Q4 2019. 251 funds tracked by Wall St. Rank hold STLA as of Q1 2020.

  • Madison Wealth Management reported no remaining Stellantis position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 10,450 Stellantis shares in Q1 2020, an estimated $154K.
  • Madison Wealth Management first reported a position in Stellantis in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Stellantis position peaked at $154K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Stellantis as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.