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Balboa Wealth Partners’s General Motors GM Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-6,251
Closed -$241K – 293
2023
Q2 		$241K Buy
6,251
+165
+3% +$5.71K 0.08% 197
2023
Q1 		$223K Sell
6,086
-1,189
-16% -$45K 0.08% 206
2022
Q4 		$245K Sell
7,275
-462
-6% -$17.1K 0.11% 188
2022
Q3 		$248K Buy
+7,737
New +$284K 0.11% 167

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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Balboa Wealth Partners's GM Position: Q3 2023 in Review

Balboa Wealth Partners sold out of General Motors (GM) in Q3 2023, closing a stake of 6,251 shares — an estimated $241K sold.

Balboa Wealth Partners first reported a position in GM in Q3 2022 and held it in 4 quarters. The position peaked at $248K in Q3 2022. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

  • Balboa Wealth Partners reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,251 General Motors shares in Q3 2023, an estimated $241K.
  • Balboa Wealth Partners first reported a position in General Motors in Q3 2022 and held it in 4 quarters.
  • Balboa Wealth Partners's General Motors position peaked at $248K in Q3 2022.
  • 1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.