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Wealthspire Advisors (Maryland)’s Stellantis STLA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,608
Closed -$39K – 1814
2019
Q1 		$39K Sell
2,608
-641
-20% -$9.85K ﹤0.01% 989
2018
Q4 		$47K Buy
3,249
+417
+15% +$6.71K ﹤0.01% 884
2018
Q3 		$50K Buy
2,832
+19
+0.7% +$336 ﹤0.01% 975
2018
Q2 		$53K Sell
2,813
-1,587
-36% -$34.8K ﹤0.01% 954
2018
Q1 		$90K Sell
4,400
-1,051
-19% -$23K 0.01% 751
2017
Q4 		$97K Sell
5,451
-269
-5% -$4.73K 0.01% 726
2017
Q3 		$102K Buy
5,720
+438
+8% +$6.06K 0.01% 699
2017
Q2 		$56K Buy
5,282
+1,606
+44% +$17.1K 0.01% 910
2017
Q1 		$40K Buy
3,676
+188
+5% +$2.02K 0.01% 860
2016
Q4 		$32K Hold
3,488
– – ﹤0.01% 893
2016
Q3 		$22K Hold
3,488
– – ﹤0.01% 1029
2016
Q2 		$21K Buy
3,488
+966
+38% +$6.99K ﹤0.01% 986
2016
Q1 		$20K Buy
2,522
+1,522
+152% +$11K ﹤0.01% 974
2015
Q4 		$9K Buy
+1,000
New +$9.39K ﹤0.01% 1225

Other funds holding STLA

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STLA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stellantis (STLA) in Q2 2019, closing a stake of 2,608 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in STLA in Q4 2015 and held it in 14 quarters. The position peaked at $102K in Q3 2017. 266 funds tracked by Wall St. Rank hold STLA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Stellantis position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,608 Stellantis shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in Stellantis in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Stellantis position peaked at $102K in Q3 2017.
  • 266 funds tracked by Wall St. Rank held Stellantis as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.