Smith Salley Wealth Management’s Stellantis STLA Stock Holding History

Smith Salley 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
2015 Q2	–	Sell	-18,382	Closed	-$195K	–	167
2015 Q1	$195K	Sell	18,382 -7,208	-28%	-$67.4K	0.05%	160
2014 Q4	$193K	Buy	+25,590	New	+$190K	0.05%	166

Other funds holding STLA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return

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

WBC

Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Smith Salley Wealth Management's STLA Position: Q2 2015 in Review

Smith Salley Wealth Management sold out of Stellantis (STLA) in Q2 2015, closing a stake of 18,382 shares — an estimated $195K sold.

Smith Salley Wealth Management first reported a position in STLA in Q4 2014 and held it in 2 quarters. The position peaked at $195K in Q1 2015. 186 funds tracked by Wall St. Rank hold STLA as of Q2 2015.

Smith Salley Wealth Management reported no remaining Stellantis position as of Q2 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 18,382 Stellantis shares in Q2 2015, an estimated $195K.
Smith Salley Wealth Management first reported a position in Stellantis in Q4 2014 and held it in 2 quarters.
Smith Salley Wealth Management's Stellantis position peaked at $195K in Q1 2015.
186 funds tracked by Wall St. Rank held Stellantis as of Q2 2015.

Based on Smith Salley Wealth Management's 13F filing for Q2 2015, filed 11 Aug 2015.