Avantax Advisory Services’s General Motors GM Stock Holding History

Avantax Advisory Services’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
2025 Q2	$3.69M	Buy	74,928 +3,797	+5%	+$180K	0.02%	552
2025 Q1	$3.35M	Buy	71,131 +2,326	+3%	+$115K	0.02%	543
2024 Q4	$3.67M	Sell	68,805 -471	-0.7%	-$24.7K	0.02%	491
2024 Q3	$3.11M	Buy	69,276 +4,096	+6%	+$190K	0.02%	531
2024 Q2	$3.03M	Buy	65,180 +22,411	+52%	+$1.01M	0.02%	525
2024 Q1	$1.94M	Sell	42,769 -1,044	-2%	-$40.5K	0.02%	546
2023 Q4	$1.57M	Sell	43,813 -172	-0.4%	-$5.32K	0.02%	578
2023 Q3	$1.45M	Sell	43,985 -1,733	-4%	-$61.6K	0.02%	562
2023 Q2	$1.76M	Sell	45,718 -737	-2%	-$25.5K	0.02%	494
2023 Q1	$1.7M	Buy	46,455 +2,397	+5%	+$90.6K	0.02%	484
2022 Q4	$1.48M	Buy	44,058 +1,255	+3%	+$46.4K	0.02%	503
2022 Q3	$1.37M	Sell	42,803 -1,622	-4%	-$59.5K	0.02%	467
2022 Q2	$1.41M	Buy	44,425 +116	+0.3%	+$4.35K	0.02%	459
2022 Q1	$1.94M	Buy	44,309 +6,844	+18%	+$342K	0.03%	383
2021 Q4	$2.2M	Buy	37,465 +3,388	+10%	+$198K	0.03%	352
2021 Q3	$1.8M	Buy	34,077 +2,859	+9%	+$152K	0.03%	360
2021 Q2	$1.85M	Sell	31,218 -1,879	-6%	-$110K	0.03%	345
2021 Q1	$1.91M	Buy	33,097 +9,132	+38%	+$485K	0.04%	297
2020 Q4	$997K	Sell	23,965 -23,950	-50%	-$931K	0.02%	391
2020 Q3	$1.42M	Buy	47,915 +39,281	+455%	+$1.1M	0.02%	431
2020 Q2	$218K	Buy	+8,634	New	+$210K	0.01%	752
2020 Q1	–	Sell	-12,429	Closed	-$457K	–	839
2019 Q4	$457K	Sell	12,429 -264	-2%	-$9.59K	0.01%	502
2019 Q3	$478K	Sell	12,693 -4,323	-25%	-$166K	0.02%	328
2019 Q2	$656K	Buy	17,016 +719	+4%	+$27K	0.03%	254
2019 Q1	$605K	Buy	16,297 +3,693	+29%	+$140K	0.03%	248
2018 Q4	$422K	Buy	+12,604	New	+$435K	0.07%	244

Other funds holding GM

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's GM Position: Q2 2025 in Review

Avantax Advisory Services increased its General Motors (GM) stake by 5.3% in Q2 2025, buying an estimated $180K and bringing the position to 74,928 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #552.

Avantax Advisory Services first reported a position in GM in Q4 2018 and has held it in 26 quarters since. 1,302 funds tracked by Wall St. Rank hold GM as of Q2 2025.

Avantax Advisory Services held 74,928 shares of General Motors worth $3.69M as of Q2 2025.
Avantax Advisory Services bought 3,797 General Motors shares in Q2 2025, an estimated $180K.
General Motors made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #552 holding.
Avantax Advisory Services first reported a position in General Motors in Q4 2018 and has held it in 26 quarters since.
1,302 funds tracked by Wall St. Rank held General Motors as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.