Sweet Financial Partners’s Stellantis STLA Stock Holding History

Sweet Financial Partners’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 Q3	$156K	Buy	11,100 +750	+7%	+$12.7K	0.03%	193
2024 Q2	$205K	Sell	10,350 -5,240	-34%	-$121K	0.05%	184
2024 Q1	$441K	Sell	15,590 -6,260	-29%	-$156K	0.1%	132
2023 Q4	$510K	Hold	21,850	–	–	0.12%	119
2023 Q3	$418K	Hold	21,850	–	–	0.11%	118
2023 Q2	$383K	Sell	21,850 -15,750	-42%	-$264K	0.1%	126
2023 Q1	$684K	Hold	37,600	–	–	0.19%	84
2022 Q4	$534K	Buy	37,600 +1,500	+4%	+$20.9K	0.16%	95
2022 Q3	$427K	Hold	36,100	–	–	0.14%	101
2022 Q2	$446K	Hold	36,100	–	–	0.14%	97
2022 Q1	$587K	Buy	36,100 +13,100	+57%	+$240K	0.16%	84
2021 Q4	$431K	Buy	+23,000	New	+$443K	0.18%	82

Other funds holding STLA

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

BOI

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweet Financial Partners's STLA Position: Q3 2024 in Review

Sweet Financial Partners increased its Stellantis (STLA) stake by 7.2% in Q3 2024, buying an estimated $12.7K and bringing the position to 11,100 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #193.

Sweet Financial Partners first reported a position in STLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $684K in Q1 2023. 436 funds tracked by Wall St. Rank hold STLA as of Q3 2024.

Sweet Financial Partners held 11,100 shares of Stellantis worth $156K as of Q3 2024.
Sweet Financial Partners bought 750 Stellantis shares in Q3 2024, an estimated $12.7K.
Stellantis made up 0.03% of Sweet Financial Partners's portfolio in Q3 2024, its #193 holding.
Sweet Financial Partners first reported a position in Stellantis in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Stellantis position peaked at $684K in Q1 2023.
436 funds tracked by Wall St. Rank held Stellantis as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.