SFMG Wealth Advisors’s Stellantis STLA Stock Holding History

SFMG Wealth Advisors’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	-236,493	Closed	-$3.32M	–	288
2024 Q3	$3.32M	Sell	236,493 -2,266	-0.9%	-$38.5K	0.27%	45
2024 Q2	$4.74M	Buy	238,759 +1,090	+0.5%	+$25.2K	0.41%	34
2024 Q1	$6.73M	Buy	237,669 +896	+0.4%	+$22.3K	0.58%	23
2023 Q4	$5.52M	Buy	236,773 +3,370	+1%	+$69.6K	0.51%	26
2023 Q3	$4.47M	Buy	233,403 +11,618	+5%	+$217K	0.46%	28
2023 Q2	$3.89M	Buy	+221,785	New	+$3.72M	0.4%	33

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.36B AUM 21.86% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFMG Wealth Advisors's STLA Position: Q4 2024 in Review

SFMG Wealth Advisors sold out of Stellantis (STLA) in Q4 2024, closing a stake of 236,493 shares — an estimated $3.32M sold.

SFMG Wealth Advisors first reported a position in STLA in Q2 2023 and held it in 6 quarters. The position peaked at $6.73M in Q1 2024. 433 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

SFMG Wealth Advisors reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 236,493 Stellantis shares in Q4 2024, an estimated $3.32M.
SFMG Wealth Advisors first reported a position in Stellantis in Q2 2023 and held it in 6 quarters.
SFMG Wealth Advisors's Stellantis position peaked at $6.73M in Q1 2024.
433 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on SFMG Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.