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 $22.8B AUM 30.07% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return