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Beacon Investment Advisory Services’s General Motors GM Stock Holding History

Beacon Investment Advisory Services’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
-74,142
Closed -$2.66M – 271
2023
Q4 		$2.66M Sell
74,142
-4,765
-6% -$147K 0.12% 109
2023
Q3 		$2.6M Sell
78,907
-2,662
-3% -$94.6K 0.13% 111
2023
Q2 		$3.15M Buy
81,569
+828
+1% +$28.6K 0.15% 107
2023
Q1 		$2.96M Buy
80,741
+3,781
+5% +$143K 0.14% 111
2022
Q4 		$2.59M Sell
76,960
-1,798
-2% -$66.4K 0.13% 113
2022
Q3 		$2.53M Sell
78,758
-1,143
-1% -$42K 0.14% 110
2022
Q2 		$2.54M Buy
79,901
+1,292
+2% +$48.5K 0.13% 114
2022
Q1 		$3.44M Buy
78,609
+3,773
+5% +$188K 0.15% 109
2021
Q4 		$4.39M Buy
74,836
+72
+0.1% +$4.21K 0.17% 100
2021
Q3 		$3.94M Buy
74,764
+1,788
+2% +$95K 0.16% 104
2021
Q2 		$4.32M Buy
72,976
+3,276
+5% +$193K 0.17% 100
2021
Q1 		$4M Buy
69,700
+4,155
+6% +$221K 0.17% 101
2020
Q4 		$2.73M Sell
65,545
-515
-0.8% -$20K 0.13% 116
2020
Q3 		$1.96M Sell
66,060
-5,510
-8% -$155K 0.1% 125
2020
Q2 		$1.81M Sell
71,570
-2,747
-4% -$66.8K 0.1% 127
2020
Q1 		$1.54M Sell
74,317
-3,105
-4% -$94.8K 0.11% 120
2019
Q4 		$2.83M Buy
77,422
+341
+0.4% +$12.4K 0.15% 117
2019
Q3 		$2.89M Buy
77,081
+1,150
+2% +$44.2K 0.29% 81
2019
Q2 		$2.93M Sell
75,931
-7,615
-9% -$286K 0.31% 82
2019
Q1 		$3.1M Buy
83,546
+7,650
+10% +$291K 0.33% 73
2018
Q4 		$2.54M Sell
75,896
-2,649
-3% -$91.4K 0.28% 81
2018
Q3 		$2.65M Sell
78,545
-5,850
-7% -$216K 0.26% 85
2018
Q2 		$3.33M Buy
84,395
+1,137
+1% +$44.8K 0.34% 76
2018
Q1 		$3.03M Buy
83,258
+4,957
+6% +$201K 0.31% 82
2017
Q4 		$3.21M Sell
78,301
-18,548
-19% -$805K 0.34% 78
2017
Q3 		$3.91M Buy
96,849
+89,586
+1,233% +$3.27M 0.34% 82
2017
Q2 		$254K Buy
+7,263
New +$247K 0.05% 97

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Investment Advisory Services's GM Position: Q1 2024 in Review

Beacon Investment Advisory Services sold out of General Motors (GM) in Q1 2024, closing a stake of 74,142 shares — an estimated $2.66M sold.

Beacon Investment Advisory Services first reported a position in GM in Q2 2017 and held it in 27 quarters. The position peaked at $4.39M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Beacon Investment Advisory Services reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 74,142 General Motors shares in Q1 2024, an estimated $2.66M.
  • Beacon Investment Advisory Services first reported a position in General Motors in Q2 2017 and held it in 27 quarters.
  • Beacon Investment Advisory Services's General Motors position peaked at $4.39M in Q4 2021.
  • 1,269 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2024, filed 9 May 2024.