Avitas Wealth Management’s General Motors GM Stock Holding History

Avitas 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
2023 Q4	–	Sell	-72,618	Closed	-$2.39M	–	204
2023 Q3	$2.39M	Sell	72,618 -773	-1%	-$27.5K	0.46%	60
2023 Q2	$2.83M	Buy	73,391 +16,088	+28%	+$556K	0.51%	50
2023 Q1	$2.1M	Buy	57,303 +1,213	+2%	+$45.9K	0.41%	69
2022 Q4	$1.89M	Sell	56,090 -53	-0.1%	-$1.96K	0.4%	75
2022 Q3	$1.8M	Buy	56,143 +619	+1%	+$22.7K	0.41%	71
2022 Q2	$1.76M	Buy	55,524 +42,794	+336%	+$1.61M	0.39%	85
2022 Q1	$557K	Sell	12,730 -20,223	-61%	-$1.01M	0.1%	152
2021 Q4	$1.93M	Buy	32,953 +8,451	+34%	+$494K	0.32%	96
2021 Q3	$1.29M	Buy	24,502 +4,741	+24%	+$252K	0.24%	119
2021 Q2	$1.17M	Buy	19,761 +734	+4%	+$43.1K	0.21%	128
2021 Q1	$1.09M	Buy	19,027 +3,599	+23%	+$191K	0.21%	132
2020 Q4	$642K	Buy	+15,428	New	+$600K	0.13%	178
2019 Q2	–	Sell	-52,919	Closed	-$1.96M	–	169
2019 Q1	$1.96M	Buy	+52,919	New	+$2.01M	0.57%	77

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Avitas Wealth Management's GM Position: Q4 2023 in Review

Avitas Wealth Management sold out of General Motors (GM) in Q4 2023, closing a stake of 72,618 shares — an estimated $2.39M sold.

Avitas Wealth Management first reported a position in GM in Q1 2019 and held it in 13 quarters. The position peaked at $2.83M in Q2 2023. 1,240 funds tracked by Wall St. Rank hold GM as of Q4 2023.

Avitas Wealth Management reported no remaining General Motors position as of Q4 2023 after selling out during the quarter.
Avitas Wealth Management sold 72,618 General Motors shares in Q4 2023, an estimated $2.39M.
Avitas Wealth Management first reported a position in General Motors in Q1 2019 and held it in 13 quarters.
Avitas Wealth Management's General Motors position peaked at $2.83M in Q2 2023.
1,240 funds tracked by Wall St. Rank held General Motors as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.