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Moran Wealth Management’s Stellantis STLA Stock Holding History

Moran 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
2024
Q4 		– Sell
-127,997
Closed -$1.77M – 455
2024
Q3 		$1.77M Sell
127,997
-394,334
-75% -$6.7M 0.05% 264
2024
Q2 		$10.3M Sell
522,331
-1,490
-0.3% -$34.5K 0.34% 101
2024
Q1 		$14.8M Sell
523,821
-17,777
-3% -$443K 0.48% 71
2023
Q4 		$12.7M Sell
541,598
-26,152
-5% -$540K 0.45% 76
2023
Q3 		$10.9M Buy
+567,750
New +$10.6M 0.42% 90

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Moran Wealth Management's STLA Position: Q4 2024 in Review

Moran Wealth Management sold out of Stellantis (STLA) in Q4 2024, closing a stake of 127,997 shares — an estimated $1.77M sold.

Moran Wealth Management first reported a position in STLA in Q3 2023 and held it in 5 quarters. The position peaked at $14.8M in Q1 2024. 433 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

  • Moran Wealth Management reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 127,997 Stellantis shares in Q4 2024, an estimated $1.77M.
  • Moran Wealth Management first reported a position in Stellantis in Q3 2023 and held it in 5 quarters.
  • Moran Wealth Management's Stellantis position peaked at $14.8M in Q1 2024.
  • 433 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.