Next Financial Group’s Stellantis STLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$11K Buy
569
+202
+55% +$3.9K ﹤0.01% 2161
2021
Q3
$7K Hold
367
﹤0.01% 2163
2021
Q2
$7K Hold
367
﹤0.01% 2113
2021
Q1
$7K Hold
367
﹤0.01% 2011
2020
Q4
$7K Buy
367
+231
+170% +$3.4K ﹤0.01% 1898
2020
Q3
$2K Buy
+136
New +$1.51K ﹤0.01% 2047
2020
Q2
Sell
-114
Closed -$1K 1735
2020
Q1
$1K Hold
114
﹤0.01% 2050
2019
Q4
$2K Sell
114
-4,716
-98% -$68.2K ﹤0.01% 2209
2019
Q3
$62K Buy
4,830
+636
+15% +$8.51K 0.01% 1085
2019
Q2
$58K Sell
4,194
-647
-13% -$9.39K 0.01% 1121
2019
Q1
$72K Buy
4,841
+125
+3% +$1.92K 0.02% 633
2018
Q4
$68K Hold
4,716
0.01% 703
2018
Q3
$83K Buy
+4,716
New +$83.3K 0.04% 410
2017
Q4
Sell
-8,436
Closed -$150K 1267
2017
Q3
$150K Sell
8,436
-34
-0.4% -$470 0.04% 386
2017
Q2
$90K Sell
8,470
-503
-6% -$5.35K 0.02% 576
2017
Q1
$101K Sell
8,973
-700
-7% -$7.53K 0.03% 491
2016
Q4
$88K Buy
9,673
+51
+0.5% +$382 0.02% 731
2016
Q3
$61K Buy
9,622
+4,238
+79% +$27.8K 0.01% 858
2016
Q2
$32K Buy
+5,384
New +$39K 0.01% 786

Other funds holding STLA

Next Financial Group's STLA Position: Q4 2021 in Review

Next Financial Group increased its Stellantis (STLA) stake by 55% in Q4 2021, buying an estimated $3.9K and bringing the position to 569 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Next Financial Group first reported a position in STLA in Q2 2016 and has held it in 19 quarters since. The position peaked at $150K in Q3 2017. 308 funds tracked by Wall St. Rank hold STLA as of Q4 2021.

  • Next Financial Group held 569 shares of Stellantis worth $11K as of Q4 2021.
  • Next Financial Group bought 202 Stellantis shares in Q4 2021, an estimated $3.9K.
  • Stellantis made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2161 holding.
  • Next Financial Group first reported a position in Stellantis in Q2 2016 and has held it in 19 quarters since.
  • Next Financial Group's Stellantis position peaked at $150K in Q3 2017.
  • 308 funds tracked by Wall St. Rank held Stellantis as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.