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Aevitas Wealth Management’s General Motors GM Stock Holding History

Aevitas Wealth Management’s Portfolio GM Stock Details GM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-527
Closed -$18K – 423
2018
Q3 		$18K Buy
527
+500
+1,852% +$18.4K 0.02% 298
2018
Q2 		$1K Sell
27
-16
-37% -$630 ﹤0.01% 409
2018
Q1 		$2K Sell
43
-110
-72% -$4.46K ﹤0.01% 407
2017
Q4 		$6K Buy
+153
New +$6.64K 0.01% 360

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Aevitas Wealth Management's GM Position: Q4 2018 in Review

Aevitas Wealth Management sold out of General Motors (GM) in Q4 2018, closing a stake of 527 shares — an estimated $18K sold.

Aevitas Wealth Management first reported a position in GM in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 1,045 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Aevitas Wealth Management reported no remaining General Motors position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 527 General Motors shares in Q4 2018, an estimated $18K.
  • Aevitas Wealth Management first reported a position in General Motors in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's General Motors position peaked at $18K in Q3 2018.
  • 1,045 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.