MKD Wealth Coaches’s Stellantis STLA Stock Holding History

MKD Wealth Coaches’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
2021 Q4	$431K	Buy	+22,972	New	+$443K	0.59%	14
2020 Q1	–	Sell	-300,482	Closed	-$4.41M	–	52
2019 Q4	$4.41M	Sell	300,482 -115,000	-28%	-$1.66M	3.76%	11
2019 Q3	$5.38M	Sell	415,482 -279,403	-40%	-$3.74M	5.59%	6
2019 Q2	$9.6M	Buy	694,885 +506,113	+268%	+$7.35M	8.56%	1
2019 Q1	$2.8M	Hold	188,772	–	–	2.83%	13
2018 Q4	$2.73M	Buy	+188,772	New	+$3.04M	3.23%	11

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MKD Wealth Coaches's STLA Position: Q4 2021 in Review

MKD Wealth Coaches opened a new position in Stellantis (STLA) in Q4 2021: 22,972 shares worth $431K. The stake represents 0.59% of the portfolio and ranks #14 among its holdings. This is a return to the name: MKD Wealth Coaches previously reported a position in STLA as recently as Q4 2019.

MKD Wealth Coaches first reported a position in STLA in Q4 2018 and has held it in 6 quarters since. The position peaked at $9.6M in Q2 2019. 308 funds tracked by Wall St. Rank hold STLA as of Q4 2021.

MKD Wealth Coaches held 22,972 shares of Stellantis worth $431K as of Q4 2021.
Stellantis was a new MKD Wealth Coaches position in Q4 2021.
Stellantis made up 0.59% of MKD Wealth Coaches's portfolio in Q4 2021, its #14 holding.
MKD Wealth Coaches first reported a position in Stellantis in Q4 2018 and has held it in 6 quarters since.
MKD Wealth Coaches's Stellantis position peaked at $9.6M in Q2 2019.
308 funds tracked by Wall St. Rank held Stellantis as of Q4 2021.

Based on MKD Wealth Coaches's 13F filing for Q4 2021, filed 24 Jan 2022.