B. Riley Wealth Management’s General Motors GM Stock Holding History

B. Riley 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	$292K	Buy	18,141 +12,706	+234%	+$477K	0.34%	26
2022 Q1	$238K	Sell	5,435 -3,188	-37%	-$159K	0.02%	510
2021 Q4	$506K	Sell	8,623 -981	-10%	-$57.3K	0.04%	350
2021 Q3	$506K	Sell	9,604 -1,136	-11%	-$60.4K	0.04%	332
2021 Q2	$635K	Buy	10,740 +723	+7%	+$42.5K	0.07%	198
2021 Q1	$576K	Sell	10,017 -3,108	-24%	-$165K	0.07%	212
2020 Q4	$547K	Buy	13,125 +4,552	+53%	+$177K	0.07%	194
2020 Q3	$254K	Buy	+8,573	New	+$241K	0.03%	320
2020 Q2	–	Sell	-10,088	Closed	-$210K	–	477
2020 Q1	$210K	Buy	10,088 +1,519	+18%	+$46.4K	0.02%	426
2019 Q4	$314K	Buy	8,569 +2,000	+30%	+$72.7K	0.05%	285
2019 Q3	$246K	Buy	+6,569	New	+$253K	0.04%	312
2019 Q2	–	Sell	-7,843	Closed	-$291K	–	407
2019 Q1	$291K	Hold	7,843	–	–	0.05%	285
2018 Q4	$263K	Buy	+7,843	New	+$271K	0.06%	268
2016 Q1	$362K	Sell	11,538 -2,599	-18%	-$78.2K	0.54%	67
2015 Q4	$480K	Buy	+14,137	New	+$491K	0.61%	48
2015 Q3	–	Sell	-7,242	Closed	-$241K	–	374
2015 Q2	$241K	Buy	7,242 +602	+9%	+$21.5K	0.19%	149
2015 Q1	$248K	Sell	6,640 -1,998	-23%	-$72.7K	0.19%	159
2014 Q4	$301K	Sell	8,638 -8,757	-50%	-$280K	0.25%	107
2014 Q3	$555K	Buy	17,395 +1,104	+7%	+$38.5K	0.41%	53
2014 Q2	$591K	Sell	16,291 -8,797	-35%	-$307K	0.38%	52
2014 Q1	$864K	Buy	+25,088	New	+$921K	0.64%	25

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

B. Riley Wealth Management's GM Position: Q2 2022 in Review

B. Riley Wealth Management increased its General Motors (GM) stake by 234% in Q2 2022, buying an estimated $477K and bringing the position to 18,141 shares worth $292K. The position accounts for 0.34% of the portfolio, ranked #26.

B. Riley Wealth Management first reported a position in GM in Q1 2014 and has held it in 21 quarters since. The position peaked at $864K in Q1 2014. 1,216 funds tracked by Wall St. Rank hold GM as of Q2 2022.

B. Riley Wealth Management held 18,141 shares of General Motors worth $292K as of Q2 2022.
B. Riley Wealth Management bought 12,706 General Motors shares in Q2 2022, an estimated $477K.
General Motors made up 0.34% of B. Riley Wealth Management's portfolio in Q2 2022, its #26 holding.
B. Riley Wealth Management first reported a position in General Motors in Q1 2014 and has held it in 21 quarters since.
B. Riley Wealth Management's General Motors position peaked at $864K in Q1 2014.
1,216 funds tracked by Wall St. Rank held General Motors as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.