Altium Wealth Management’s General Motors GM Stock Holding History

Altium 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
2022 Q2	$844K	Buy	26,586 +9,757	+58%	+$366K	0.06%	179
2022 Q1	$736K	Buy	16,829 +950	+6%	+$47.4K	0.05%	197
2021 Q4	$931K	Buy	15,879 +1,348	+9%	+$78.7K	0.06%	159
2021 Q3	$766K	Buy	14,531 +2,922	+25%	+$155K	0.05%	164
2021 Q2	$687K	Buy	11,609 +2,451	+27%	+$144K	0.05%	176
2021 Q1	$526K	Buy	9,158 +2,619	+40%	+$139K	0.04%	206
2020 Q4	$272K	Buy	+6,539	New	+$254K	0.02%	299
2020 Q1	–	Sell	-5,962	Closed	-$218K	–	341
2019 Q4	$218K	Buy	+5,962	New	+$217K	0.03%	259

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's GM Position: Q2 2022 in Review

Altium Wealth Management increased its General Motors (GM) stake by 58% in Q2 2022, buying an estimated $366K and bringing the position to 26,586 shares worth $844K. The position accounts for 0.06% of the portfolio, ranked #179.

Altium Wealth Management first reported a position in GM in Q4 2019 and has held it in 8 quarters since. The position peaked at $931K in Q4 2021. 1,216 funds tracked by Wall St. Rank hold GM as of Q2 2022.

Altium Wealth Management held 26,586 shares of General Motors worth $844K as of Q2 2022.
Altium Wealth Management bought 9,757 General Motors shares in Q2 2022, an estimated $366K.
General Motors made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #179 holding.
Altium Wealth Management first reported a position in General Motors in Q4 2019 and has held it in 8 quarters since.
Altium Wealth Management's General Motors position peaked at $931K in Q4 2021.
1,216 funds tracked by Wall St. Rank held General Motors as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.