ProVise Management Group’s Stellantis STLA Stock Holding History

ProVise Management 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
2020 Q1	–	Sell	-14,565	Closed	-$214K	–	305
2019 Q4	$214K	Hold	14,565	–	–	0.03%	287
2019 Q3	$189K	Hold	14,565	–	–	0.03%	294
2019 Q2	$201K	Hold	14,565	–	–	0.03%	298
2019 Q1	$216K	Buy	14,565 +1,740	+14%	+$26.7K	0.03%	275
2018 Q4	$185K	Buy	+12,825	New	+$207K	0.03%	283

Other funds holding STLA

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

ProVise Management Group's STLA Position: Q1 2020 in Review

ProVise Management Group sold out of Stellantis (STLA) in Q1 2020, closing a stake of 14,565 shares — an estimated $214K sold.

ProVise Management Group first reported a position in STLA in Q4 2018 and held it in 5 quarters. The position peaked at $216K in Q1 2019. 251 funds tracked by Wall St. Rank hold STLA as of Q1 2020.

ProVise Management Group reported no remaining Stellantis position as of Q1 2020 after selling out during the quarter.
ProVise Management Group sold 14,565 Stellantis shares in Q1 2020, an estimated $214K.
ProVise Management Group first reported a position in Stellantis in Q4 2018 and held it in 5 quarters.
ProVise Management Group's Stellantis position peaked at $216K in Q1 2019.
251 funds tracked by Wall St. Rank held Stellantis as of Q1 2020.

Based on ProVise Management Group's 13F filing for Q1 2020, filed 7 May 2020.