Bell & Brown Wealth Advisors’s General Motors GM Stock Holding History

Bell & Brown Wealth Advisors’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
2020 Q1	–	Sell	-50,614	Closed	-$1.77M	–	74
2019 Q4	$1.77M	Sell	50,614 -1,526	-3%	-$55.4K	1.32%	30
2019 Q3	$1.89M	Sell	52,140 -211	-0.4%	-$8.12K	1.55%	26
2019 Q2	$2.02M	Buy	52,351 +640	+1%	+$24K	1.78%	22
2019 Q1	$1.92M	Sell	51,711 -1,127	-2%	-$42.8K	1.75%	22
2018 Q4	$1.77M	Sell	52,838 -626	-1%	-$21.6K	1.89%	21
2018 Q3	$1.96M	Buy	53,464 +3,851	+8%	+$142K	1.82%	19
2018 Q2	$1.96M	Buy	49,613 +1,740	+4%	+$68.5K	1.93%	13
2018 Q1	$1.76M	Buy	47,873 +680	+1%	+$27.6K	1.85%	12
2017 Q4	$1.93M	Buy	+47,193	New	+$2.05M	2%	10

Other funds holding GM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bell & Brown Wealth Advisors's GM Position: Q1 2020 in Review

Bell & Brown Wealth Advisors sold out of General Motors (GM) in Q1 2020, closing a stake of 50,614 shares — an estimated $1.77M sold.

Bell & Brown Wealth Advisors first reported a position in GM in Q4 2017 and held it in 9 quarters. The position peaked at $2.02M in Q2 2019. 867 funds tracked by Wall St. Rank hold GM as of Q1 2020.

Bell & Brown Wealth Advisors reported no remaining General Motors position as of Q1 2020 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 50,614 General Motors shares in Q1 2020, an estimated $1.77M.
Bell & Brown Wealth Advisors first reported a position in General Motors in Q4 2017 and held it in 9 quarters.
Bell & Brown Wealth Advisors's General Motors position peaked at $2.02M in Q2 2019.
867 funds tracked by Wall St. Rank held General Motors as of Q1 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2020, filed 11 May 2020.