SWRP
STLA icon

Summit Wealth & Retirement Planning’s Stellantis STLA Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q4 		– Sell
-12,196
Closed -$233K – 96
2021
Q3 		$233K Sell
12,196
-7,900
-39% -$156K 0.09% 79
2021
Q2 		$396K Sell
20,096
-1,900
-9% -$35.7K 0.15% 66
2021
Q1 		$391K Buy
+21,996
New +$370K 0.15% 76
2020
Q4 		– Sell
-29,071
Closed -$355K – 115
2020
Q3 		$355K Sell
29,071
-4,200
-13% -$46.8K 0.15% 84
2020
Q2 		$341K Sell
33,271
-2,200
-6% -$19K 0.16% 91
2020
Q1 		$255K Buy
35,471
+4,249
+14% +$50.3K 0.14% 99
2019
Q4 		$459K Sell
31,222
-200
-0.6% -$2.89K 0.2% 88
2019
Q3 		$407K Sell
31,422
-875
-3% -$11.7K 0.25% 81
2019
Q2 		$446K Sell
32,297
-4,060
-11% -$58.9K 0.26% 80
2019
Q1 		$540K Hold
36,357
– – 0.32% 74
2018
Q4 		$526K Buy
+36,357
New +$585K 0.4% 59

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Summit Wealth & Retirement Planning's STLA Position: Q4 2021 in Review

Summit Wealth & Retirement Planning sold out of Stellantis (STLA) in Q4 2021, closing a stake of 12,196 shares — an estimated $233K sold.

Summit Wealth & Retirement Planning first reported a position in STLA in Q4 2018 and held it in 11 quarters. The position peaked at $540K in Q1 2019. 308 funds tracked by Wall St. Rank hold STLA as of Q4 2021.

  • Summit Wealth & Retirement Planning reported no remaining Stellantis position as of Q4 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 12,196 Stellantis shares in Q4 2021, an estimated $233K.
  • Summit Wealth & Retirement Planning first reported a position in Stellantis in Q4 2018 and held it in 11 quarters.
  • Summit Wealth & Retirement Planning's Stellantis position peaked at $540K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Stellantis as of Q4 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2021, filed 3 Feb 2022.