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Walled Lake Planning & Wealth Management’s Stellantis STLA Stock Holding History

Walled Lake Planning & 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
2024
Q2 		– Sell
-9,453
Closed -$268K – 130
2024
Q1 		$268K Hold
9,453
– – 0.11% 88
2023
Q4 		$220K Buy
+9,453
New +$195K 0.1% 93

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Walled Lake Planning & Wealth Management's STLA Position: Q2 2024 in Review

Walled Lake Planning & Wealth Management sold out of Stellantis (STLA) in Q2 2024, closing a stake of 9,453 shares — an estimated $268K sold.

Walled Lake Planning & Wealth Management first reported a position in STLA in Q4 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2024. 462 funds tracked by Wall St. Rank hold STLA as of Q2 2024.

  • Walled Lake Planning & Wealth Management reported no remaining Stellantis position as of Q2 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 9,453 Stellantis shares in Q2 2024, an estimated $268K.
  • Walled Lake Planning & Wealth Management first reported a position in Stellantis in Q4 2023 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Stellantis position peaked at $268K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held Stellantis as of Q2 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.