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Carolina Wealth Advisors’s General Motors GM Stock Holding History

Carolina 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
2025
Q1 		– Sell
-2,132
Closed -$114K – 295
2024
Q4 		$114K Sell
2,132
-62
-3% -$3.25K 0.06% 77
2024
Q3 		$98.4K Buy
2,194
+38
+2% +$1.76K 0.05% 75
2024
Q2 		$100K Buy
2,156
+125
+6% +$5.64K 0.05% 70
2024
Q1 		$92.1K Buy
+2,031
New +$78.7K 0.05% 78

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolina Wealth Advisors's GM Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of General Motors (GM) in Q1 2025, closing a stake of 2,132 shares — an estimated $114K sold.

Carolina Wealth Advisors first reported a position in GM in Q1 2024 and held it in 4 quarters. The position peaked at $114K in Q4 2024. 1,320 funds tracked by Wall St. Rank hold GM as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining General Motors position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,132 General Motors shares in Q1 2025, an estimated $114K.
  • Carolina Wealth Advisors first reported a position in General Motors in Q1 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's General Motors position peaked at $114K in Q4 2024.
  • 1,320 funds tracked by Wall St. Rank held General Motors as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.