Planned Solutions’s Stellantis STLA Stock Holding History

Planned Solutions’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	-1,201	Closed	-$16.9K	–	563
2024 Q3	$16.9K	Buy	+1,201	New	+$20.4K	0.01%	404
2024 Q1	–	Sell	-51	Closed	-$1.19K	–	487
2023 Q4	$1.19K	Buy	+51	New	+$1.05K	﹤0.01%	530

Other funds holding STLA

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOI

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Planned Solutions's STLA Position: Q4 2024 in Review

Planned Solutions sold out of Stellantis (STLA) in Q4 2024, closing a stake of 1,201 shares — an estimated $16.9K sold.

Planned Solutions first reported a position in STLA in Q4 2023 and held it in 2 quarters. The position peaked at $16.9K in Q3 2024. 432 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Planned Solutions reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,201 Stellantis shares in Q4 2024, an estimated $16.9K.
Planned Solutions first reported a position in Stellantis in Q4 2023 and held it in 2 quarters.
Planned Solutions's Stellantis position peaked at $16.9K in Q3 2024.
432 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.