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Beacon Financial Group’s General Motors GM Stock Holding History

Beacon Financial Group’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
2024
Q1 		– Sell
-7,457
Closed -$268K – 326
2023
Q4 		$268K Buy
+7,457
New +$231K 0.03% 277
2020
Q2 		– Sell
-99,005
Closed -$2.11M – 183
2020
Q1 		$2.11M Sell
99,005
-3,745
-4% -$114K 0.46% 63
2019
Q4 		$3.76M Buy
+102,750
New +$3.73M 0.47% 53
2018
Q2 		– Sell
-6,133
Closed -$223K – 199
2018
Q1 		$223K Sell
6,133
-359
-6% -$14.6K 0.04% 204
2017
Q4 		$266K Sell
6,492
-11,792
-64% -$512K 0.05% 177
2017
Q3 		$589K Hold
18,284
– – 0.11% 122
2017
Q2 		$637K Buy
18,284
+2,035
+13% +$69.1K 0.12% 115
2017
Q1 		$575K Buy
16,249
+3,534
+28% +$129K 0.11% 111
2016
Q4 		$442K Sell
12,715
-1,821
-13% -$61.2K 0.09% 131
2016
Q3 		$458K Buy
14,536
+2,250
+18% +$70.3K 0.1% 137
2016
Q2 		$346K Sell
12,286
-4,404
-26% -$134K 0.08% 144
2016
Q1 		$517K Buy
16,690
+224
+1% +$6.74K 0.11% 113
2015
Q4 		$565K Buy
16,466
+1,522
+10% +$52.9K 0.13% 103
2015
Q3 		$436K Buy
14,944
+329
+2% +$10.1K 0.11% 117
2015
Q2 		$485K Buy
+14,615
New +$521K 0.11% 111

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Financial Group's GM Position: Q1 2024 in Review

Beacon Financial Group sold out of General Motors (GM) in Q1 2024, closing a stake of 7,457 shares — an estimated $268K sold.

Beacon Financial Group first reported a position in GM in Q2 2015 and held it in 15 quarters. The position peaked at $3.76M in Q4 2019. 1,270 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Beacon Financial Group reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Group sold 7,457 General Motors shares in Q1 2024, an estimated $268K.
  • Beacon Financial Group first reported a position in General Motors in Q2 2015 and held it in 15 quarters.
  • Beacon Financial Group's General Motors position peaked at $3.76M in Q4 2019.
  • 1,270 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Beacon Financial Group's 13F filing for Q1 2024, filed 7 May 2024.