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Polaris Wealth Advisory Group’s Stellantis STLA Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-3,827
Closed -$67K – 413
2018
Q3 		$67K Buy
+3,827
New +$67.6K ﹤0.01% 225
2018
Q2 		– Sell
-3,827
Closed -$79K – 404
2018
Q1 		$79K Buy
+3,827
New +$83.8K 0.01% 189

Other funds holding STLA

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Polaris Wealth Advisory Group's STLA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Stellantis (STLA) in Q4 2018, closing a stake of 3,827 shares — an estimated $67K sold.

Polaris Wealth Advisory Group first reported a position in STLA in Q1 2018 and held it in 2 quarters. The position peaked at $79K in Q1 2018. 290 funds tracked by Wall St. Rank hold STLA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Stellantis position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,827 Stellantis shares in Q4 2018, an estimated $67K.
  • Polaris Wealth Advisory Group first reported a position in Stellantis in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Stellantis position peaked at $79K in Q1 2018.
  • 290 funds tracked by Wall St. Rank held Stellantis as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.