CapWealth Advisors’s General Motors GM Stock Holding History

CapWealth 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
2022 Q1	–	Sell	-24,758	Closed	-$1.45M	–	125
2021 Q4	$1.45M	Buy	+24,758	New	+$1.45M	0.15%	70
2016 Q4	–	Sell	-1,700	Closed	-$54K	–	155
2016 Q3	$54K	Hold	1,700	–	–	0.01%	136
2016 Q2	$48K	Buy	1,700 +500	+42%	+$15.2K	0.01%	144
2016 Q1	$38K	Buy	+1,200	New	+$36.1K	0.01%	150
2014 Q4	–	Sell	-105	Closed	-$3K	–	167
2014 Q3	$3K	Hold	105	–	–	﹤0.01%	322
2014 Q2	$4K	Sell	105 -200	-66%	-$6.97K	﹤0.01%	304
2014 Q1	$10K	Sell	305 -800	-72%	-$29.4K	﹤0.01%	251
2013 Q4	$45K	Sell	1,105 -495	-31%	-$18.7K	0.01%	148
2013 Q3	$58K	Sell	1,600 -28,350	-95%	-$1.02M	0.02%	134
2013 Q2	$998K	Buy	+29,950	New	+$949K	0.29%	59

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CapWealth Advisors's GM Position: Q1 2022 in Review

CapWealth Advisors sold out of General Motors (GM) in Q1 2022, closing a stake of 24,758 shares — an estimated $1.45M sold.

CapWealth Advisors first reported a position in GM in Q2 2013 and held it in 10 quarters. The position peaked at $1.45M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold GM as of Q1 2022.

CapWealth Advisors reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
CapWealth Advisors sold 24,758 General Motors shares in Q1 2022, an estimated $1.45M.
CapWealth Advisors first reported a position in General Motors in Q2 2013 and held it in 10 quarters.
CapWealth Advisors's General Motors position peaked at $1.45M in Q4 2021.
1,342 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on CapWealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.