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Willingdon Wealth Management’s Stellantis STLA Stock Holding History

Willingdon 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
2019
Q4 		– Sell
-96
Closed -$1K – 520
2019
Q3 		$1K Buy
+96
New +$1.28K ﹤0.01% 467
2018
Q4 		– Sell
-508
Closed -$9K – 400
2018
Q3 		$9K Buy
+508
New +$8.98K ﹤0.01% 296

Other funds holding STLA

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Willingdon Wealth Management's STLA Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Stellantis (STLA) in Q4 2019, closing a stake of 96 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in STLA in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 270 funds tracked by Wall St. Rank hold STLA as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Stellantis position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 96 Stellantis shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Stellantis in Q3 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Stellantis position peaked at $9K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held Stellantis as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.