Burt Wealth Advisors’s General Motors GM Stock Holding History

Burt 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
2021 Q1	–	Sell	-906	Closed	-$38K	–	199
2020 Q4	$38K	Hold	906	–	–	0.01%	200
2020 Q3	$27K	Hold	906	–	–	0.01%	221
2020 Q2	$23K	Hold	906	–	–	0.01%	220
2020 Q1	$19K	Hold	906	–	–	0.01%	229
2019 Q4	$33K	Hold	906	–	–	0.01%	199
2019 Q3	$34K	Hold	906	–	–	0.01%	197
2019 Q2	$35K	Hold	906	–	–	0.02%	192
2019 Q1	$34K	Hold	906	–	–	0.02%	199
2018 Q4	$30K	Hold	906	–	–	0.01%	204
2018 Q3	$31K	Hold	906	–	–	0.01%	214
2018 Q2	$36K	Hold	906	–	–	0.02%	199
2018 Q1	$33K	Hold	906	–	–	0.02%	214
2017 Q4	$37K	Hold	906	–	–	0.02%	203
2017 Q3	$37K	Sell	906 -483	-35%	-$17.6K	0.02%	197
2017 Q2	$48K	Hold	1,389	–	–	0.03%	185
2017 Q1	$49K	Buy	+1,389	New	+$50.8K	0.04%	166
2015 Q3	–	Sell	-320	Closed	-$11K	–	405
2015 Q2	$11K	Hold	320	–	–	0.01%	262
2015 Q1	$12K	Hold	320	–	–	0.01%	226
2014 Q4	$11K	Buy	+320	New	+$10.2K	0.01%	225

Other funds holding GM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

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

Capital World Investors

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

Berkshire Hathaway

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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