Waldron Private Wealth’s Stellantis STLA Stock Holding History

Waldron Private Wealth’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	-2,346	Closed	-$33K	–	479
2024 Q3	$33K	Buy	+2,346	New	+$39.9K	﹤0.01%	453
2017 Q2	–	Sell	-35,140	Closed	-$382K	–	198
2017 Q1	$382K	Buy	+35,140	New	+$378K	0.1%	135

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Waldron Private Wealth's STLA Position: Q4 2024 in Review

Waldron Private Wealth sold out of Stellantis (STLA) in Q4 2024, closing a stake of 2,346 shares — an estimated $33K sold.

Waldron Private Wealth first reported a position in STLA in Q1 2017 and held it in 2 quarters. The position peaked at $382K in Q1 2017. 432 funds tracked by Wall St. Rank hold STLA as of Q4 2024.

Waldron Private Wealth reported no remaining Stellantis position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 2,346 Stellantis shares in Q4 2024, an estimated $33K.
Waldron Private Wealth first reported a position in Stellantis in Q1 2017 and held it in 2 quarters.
Waldron Private Wealth's Stellantis position peaked at $382K in Q1 2017.
432 funds tracked by Wall St. Rank held Stellantis as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.