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Alta Wealth Advisors’s General Motors GM Stock Holding History

Alta Wealth Advisors’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
2023
Q4 		– Sell
-10,324
Closed -$340K – 130
2023
Q3 		$340K Sell
10,324
-1,977
-16% -$70.2K 0.21% 103
2023
Q2 		$474K Sell
12,301
-40
-0.3% -$1.38K 0.28% 96
2023
Q1 		$453K Sell
12,341
-963
-7% -$36.4K 0.29% 96
2022
Q4 		$448K Sell
13,304
-1,437
-10% -$53.1K 0.3% 101
2022
Q3 		$473K Hold
14,741
– – 0.34% 92
2022
Q2 		$471K Sell
14,741
-2,270
-13% -$85.2K 0.33% 92
2022
Q1 		$744K Hold
17,011
– – 0.44% 65
2021
Q4 		$997K Buy
17,011
+850
+5% +$49.7K 0.61% 51
2021
Q3 		$852K Sell
16,161
-46
-0.3% -$2.44K 0.62% 52
2021
Q2 		$959K Buy
16,207
+40
+0.2% +$2.35K 0.7% 47
2021
Q1 		$929K Hold
16,167
– – 0.78% 43
2020
Q4 		$673K Buy
+16,167
New +$628K 0.57% 60

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alta Wealth Advisors's GM Position: Q4 2023 in Review

Alta Wealth Advisors sold out of General Motors (GM) in Q4 2023, closing a stake of 10,324 shares — an estimated $340K sold.

Alta Wealth Advisors first reported a position in GM in Q4 2020 and held it in 12 quarters. The position peaked at $997K in Q4 2021. 1,240 funds tracked by Wall St. Rank hold GM as of Q4 2023.

  • Alta Wealth Advisors reported no remaining General Motors position as of Q4 2023 after selling out during the quarter.
  • Alta Wealth Advisors sold 10,324 General Motors shares in Q4 2023, an estimated $340K.
  • Alta Wealth Advisors first reported a position in General Motors in Q4 2020 and held it in 12 quarters.
  • Alta Wealth Advisors's General Motors position peaked at $997K in Q4 2021.
  • 1,240 funds tracked by Wall St. Rank held General Motors as of Q4 2023.

Based on Alta Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.