Squar Milner Financial Services’s Stellantis STLA Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-475	Closed	-$3K	–	648
2020 Q1	$3K	Hold	475	–	–	﹤0.01%	647
2019 Q4	$6K	Buy	+475	New	+$6.87K	﹤0.01%	628
2019 Q3	–	Sell	-475	Closed	-$7K	–	647
2019 Q2	$7K	Hold	475	–	–	﹤0.01%	560
2019 Q1	$7K	Hold	475	–	–	0.01%	605
2018 Q4	$7K	Hold	475	–	–	0.01%	526
2018 Q3	$8K	Hold	475	–	–	0.01%	544
2018 Q2	$9K	Buy	+475	New	+$10.4K	0.01%	623

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's STLA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Stellantis (STLA) in Q2 2020, closing a stake of 475 shares — an estimated $3K sold.

Squar Milner Financial Services first reported a position in STLA in Q2 2018 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 232 funds tracked by Wall St. Rank hold STLA as of Q2 2020.

Squar Milner Financial Services reported no remaining Stellantis position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 475 Stellantis shares in Q2 2020, an estimated $3K.
Squar Milner Financial Services first reported a position in Stellantis in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Stellantis position peaked at $9K in Q2 2018.
232 funds tracked by Wall St. Rank held Stellantis as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.