Selective Wealth Management’s Stellantis STLA Stock Holding History

Selective 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
2020 Q3	–	Sell	-300	Closed	-$3K	–	403
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	360
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	297
2019 Q4	$4K	Hold	300	–	–	﹤0.01%	246
2019 Q3	$4K	Buy	+300	New	+$4.01K	0.01%	251
2018 Q3	$5K	Buy	+300	New	+$5.3K	0.06%	115

Other funds holding STLA

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

AAMU

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BOI

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

Norges Bank Oslo, Norway $935B AUM

Selective Wealth Management's STLA Position: Q3 2020 in Review

Selective Wealth Management sold out of Stellantis (STLA) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in STLA in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 225 funds tracked by Wall St. Rank hold STLA as of Q3 2020.

Selective Wealth Management reported no remaining Stellantis position as of Q3 2020 after selling out during the quarter.
Selective Wealth Management sold 300 Stellantis shares in Q3 2020, an estimated $3K.
Selective Wealth Management first reported a position in Stellantis in Q3 2018 and held it in 5 quarters.
Selective Wealth Management's Stellantis position peaked at $5K in Q3 2018.
225 funds tracked by Wall St. Rank held Stellantis as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.