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Baystate Wealth Management’s General Motors GM Stock Holding History

Baystate 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 		$8.22K Sell
228
-171
-43% -$5.29K ﹤0.01% 774
2023
Q3 		$13.2K Buy
399
+10
+3% +$355 ﹤0.01% 533
2023
Q2 		$15K Buy
389
+290
+293% +$10K ﹤0.01% 498
2023
Q1 		$3.65K Buy
99
+25
+34% +$945 ﹤0.01% 735
2022
Q4 		$2K Sell
74
-218
-75% -$8.06K ﹤0.01% 789
2022
Q3 		$9K Sell
292
-144
-33% -$5.29K ﹤0.01% 558
2022
Q2 		$14K Sell
436
-116
-21% -$4.35K ﹤0.01% 506
2022
Q1 		$24K Hold
552
– – ﹤0.01% 422
2021
Q4 		$32K Buy
552
+145
+36% +$8.47K ﹤0.01% 391
2021
Q3 		$21K Buy
407
+366
+893% +$19.5K ﹤0.01% 412
2021
Q2 		$2K Hold
41
– – ﹤0.01% 653
2021
Q1 		$2K Hold
41
– – ﹤0.01% 592
2020
Q4 		$2K Sell
41
-1
-2% -$39 ﹤0.01% 565
2020
Q3 		$1K Buy
42
+1
+2% +$28 ﹤0.01% 580
2020
Q2 		$1K Sell
41
-351
-90% -$8.54K ﹤0.01% 597
2020
Q1 		$8K Buy
392
+1
+0.3% +$31 ﹤0.01% 387
2019
Q4 		$14K Buy
391
+1
+0.3% +$36 ﹤0.01% 367
2019
Q3 		$15K Buy
390
+82
+27% +$3.15K ﹤0.01% 321
2019
Q2 		$12K Buy
308
+1
+0.3% +$37 ﹤0.01% 346
2019
Q1 		$12K Hold
307
– – ﹤0.01% 359
2018
Q4 		$12K Buy
307
+1
+0.3% +$35 ﹤0.01% 355
2018
Q3 		$10K Hold
306
– – ﹤0.01% 374
2018
Q2 		$12K Buy
306
+259
+551% +$10.2K ﹤0.01% 348
2018
Q1 		$2K Hold
47
– – ﹤0.01% 506
2017
Q4 		$2K Sell
47
-162
-78% -$7.03K ﹤0.01% 507
2017
Q3 		$9K Buy
209
+152
+267% +$5.55K ﹤0.01% 358
2017
Q2 		$2K Hold
57
– – ﹤0.01% 492
2017
Q1 		$2K Buy
57
+10
+21% +$366 ﹤0.01% 461
2016
Q4 		$2K Buy
+47
New +$1.58K ﹤0.01% 399

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Baystate Wealth Management reduced its General Motors (GM) stake by 43% in Q4 2023, selling an estimated $5.29K and leaving 228 shares worth $8.22K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Baystate Wealth Management first reported a position in GM in Q4 2016 and has held it in 29 quarters since. The position peaked at $32K in Q4 2021. 1,240 funds tracked by Wall St. Rank hold GM as of Q4 2023.

  • Baystate Wealth Management held 228 shares of General Motors worth $8.22K as of Q4 2023.
  • Baystate Wealth Management sold 171 General Motors shares in Q4 2023, an estimated $5.29K.
  • General Motors made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #774 holding.
  • Baystate Wealth Management first reported a position in General Motors in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's General Motors position peaked at $32K in Q4 2021.
  • 1,240 funds tracked by Wall St. Rank held General Motors as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.