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Brickley Wealth Management’s General Motors GM Stock Holding History

Brickley 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
2019
Q4 		– Sell
-16,164
Closed -$606K – 48
2019
Q3 		$606K Buy
+16,164
New +$622K 0.25% 26
2018
Q4 		– Sell
-14,100
Closed -$475K – 40
2018
Q3 		$475K Buy
14,100
+9,000
+176% +$332K 0.22% 27
2018
Q2 		$201K Sell
5,100
-9,900
-66% -$390K 0.09% 24
2018
Q1 		$545K Buy
+15,000
New +$608K 0.28% 19

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Brickley Wealth Management's GM Position: Q4 2019 in Review

Brickley Wealth Management sold out of General Motors (GM) in Q4 2019, closing a stake of 16,164 shares — an estimated $606K sold.

Brickley Wealth Management first reported a position in GM in Q1 2018 and held it in 4 quarters. The position peaked at $606K in Q3 2019. 1,053 funds tracked by Wall St. Rank hold GM as of Q4 2019.

  • Brickley Wealth Management reported no remaining General Motors position as of Q4 2019 after selling out during the quarter.
  • Brickley Wealth Management sold 16,164 General Motors shares in Q4 2019, an estimated $606K.
  • Brickley Wealth Management first reported a position in General Motors in Q1 2018 and held it in 4 quarters.
  • Brickley Wealth Management's General Motors position peaked at $606K in Q3 2019.
  • 1,053 funds tracked by Wall St. Rank held General Motors as of Q4 2019.

Based on Brickley Wealth Management's 13F filing for Q4 2019, filed 31 Jan 2020.