BerganKDV Wealth Management’s General Motors GM Stock Holding History

BerganKDV 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 Q2	$1.81K	Sell	47 -667	-93%	-$23.1K	﹤0.01%	699
2023 Q1	$26.2K	Buy	714 +565	+379%	+$21.4K	﹤0.01%	481
2022 Q4	$5.01K	Buy	149 +27	+22%	+$998	﹤0.01%	674
2022 Q3	$4K	Sell	122 -70	-36%	-$2.57K	﹤0.01%	710
2022 Q2	$6K	Hold	192	–	–	﹤0.01%	668
2022 Q1	$8K	Sell	192 -10	-5%	-$499	﹤0.01%	642
2021 Q4	$12K	Buy	202 +6	+3%	+$351	﹤0.01%	635
2021 Q3	$10K	Hold	196	–	–	﹤0.01%	635
2021 Q2	$12K	Sell	196 -114	-37%	-$6.7K	﹤0.01%	580
2021 Q1	$18K	Buy	310 +79	+34%	+$4.2K	﹤0.01%	494
2020 Q4	$10K	Hold	231	–	–	﹤0.01%	569
2020 Q3	$7K	Hold	231	–	–	﹤0.01%	548
2020 Q2	$6K	Sell	231 -104	-31%	-$2.53K	﹤0.01%	606
2020 Q1	$7K	Hold	335	–	–	﹤0.01%	535
2019 Q4	$12K	Buy	335 +224	+202%	+$8.14K	﹤0.01%	508
2019 Q3	$4K	Hold	111	–	–	﹤0.01%	583
2019 Q2	$4K	Hold	111	–	–	﹤0.01%	607
2019 Q1	$4K	Sell	111 -1,615	-94%	-$61.3K	﹤0.01%	609
2018 Q4	$58K	Buy	1,726 +300	+21%	+$10.4K	0.01%	288
2018 Q3	$48K	Sell	1,426 -380	-21%	-$14K	0.01%	325
2018 Q2	$71K	Buy	+1,806	New	+$71.1K	0.02%	277

Other funds holding GM

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BerganKDV Wealth Management's GM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its General Motors (GM) stake by 93% in Q2 2023, selling an estimated $23.1K and leaving 47 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

BerganKDV Wealth Management first reported a position in GM in Q2 2018 and has held it in 21 quarters since. The position peaked at $71K in Q2 2018. 1,244 funds tracked by Wall St. Rank hold GM as of Q2 2023.

BerganKDV Wealth Management held 47 shares of General Motors worth $1.81K as of Q2 2023.
BerganKDV Wealth Management sold 667 General Motors shares in Q2 2023, an estimated $23.1K.
General Motors made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #699 holding.
BerganKDV Wealth Management first reported a position in General Motors in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's General Motors position peaked at $71K in Q2 2018.
1,244 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.