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Capital Financial Services’s General Motors GM Stock Holding History

Capital Financial 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
2022
Q4 		$318K Sell
9,440
-700
-7% -$25.9K 0.44% 56
2022
Q3 		$325K Buy
10,140
+800
+9% +$29.4K 0.48% 53
2022
Q2 		$297K Hold
9,340
– – 0.42% 58
2022
Q1 		$409K Buy
9,340
+500
+6% +$25K 0.48% 51
2021
Q4 		$518K Buy
8,840
+100
+1% +$5.84K 0.57% 49
2021
Q3 		$461K Buy
+8,740
New +$465K 0.56% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Financial Services's GM Position: Q4 2022 in Review

Capital Financial Services reduced its General Motors (GM) stake by 6.9% in Q4 2022, selling an estimated $25.9K and leaving 9,440 shares worth $318K. The position accounts for 0.44% of the portfolio, ranked #56.

Capital Financial Services first reported a position in GM in Q3 2021 and has held it in 6 quarters since. The position peaked at $518K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • Capital Financial Services held 9,440 shares of General Motors worth $318K as of Q4 2022.
  • Capital Financial Services sold 700 General Motors shares in Q4 2022, an estimated $25.9K.
  • General Motors made up 0.44% of Capital Financial Services's portfolio in Q4 2022, its #56 holding.
  • Capital Financial Services first reported a position in General Motors in Q3 2021 and has held it in 6 quarters since.
  • Capital Financial Services's General Motors position peaked at $518K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.