WealthSource Partners’s Stellantis STLA Stock Holding History

WealthSource 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
2023 Q4	$1.47M	Sell	63,090 -1,272	-2%	-$26.3K	0.1%	159
2023 Q3	$1.23M	Buy	64,362 +45	+0.1%	+$842	0.08%	167
2023 Q2	$1.13M	Buy	64,317 +36,980	+135%	+$620K	0.07%	181
2023 Q1	$497K	Sell	27,337 -451	-2%	-$7.53K	0.03%	307
2022 Q4	$395K	Buy	27,788 +4,123	+17%	+$57.4K	0.03%	346
2022 Q3	$280K	Buy	23,665 +13,168	+125%	+$177K	0.02%	399
2022 Q2	$130K	Buy	+10,497	New	+$148K	0.01%	493

Other funds holding STLA

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

BOI

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

Norges Bank Oslo, Norway $1T AUM

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthSource Partners's STLA Position: Q4 2023 in Review

WealthSource Partners reduced its Stellantis (STLA) stake by 2% in Q4 2023, selling an estimated $26.3K and leaving 63,090 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #159.

WealthSource Partners first reported a position in STLA in Q2 2022 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold STLA as of Q4 2023.

WealthSource Partners held 63,090 shares of Stellantis worth $1.47M as of Q4 2023.
WealthSource Partners sold 1,272 Stellantis shares in Q4 2023, an estimated $26.3K.
Stellantis made up 0.1% of WealthSource Partners's portfolio in Q4 2023, its #159 holding.
WealthSource Partners first reported a position in Stellantis in Q2 2022 and has held it in 7 quarters since.
462 funds tracked by Wall St. Rank held Stellantis as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.