Cascadia Advisory Services’s General Motors GM Stock Holding History

Cascadia Advisory 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
2021 Q3	$2.77M	Buy	52,589 +4,969	+10%	+$264K	0.56%	57
2021 Q2	$2.82M	Buy	47,620 +5,459	+13%	+$321K	0.61%	46
2021 Q1	$2.42M	Buy	+42,161	New	+$2.24M	0.54%	54
2020 Q3	$2.1M	Sell	70,785 -237	-0.3%	-$6.66K	0.59%	43
2020 Q2	$1.8M	Buy	+71,022	New	+$1.73M	0.55%	68
2019 Q4	$1.56M	Buy	+42,554	New	+$1.55M	0.44%	72

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cascadia Advisory Services's GM Position: Q3 2021 in Review

Cascadia Advisory Services increased its General Motors (GM) stake by 10% in Q3 2021, buying an estimated $264K and bringing the position to 52,589 shares worth $2.77M. The position accounts for 0.56% of the portfolio, ranked #57.

Cascadia Advisory Services first reported a position in GM in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.82M in Q2 2021. 1,274 funds tracked by Wall St. Rank hold GM as of Q3 2021.

Cascadia Advisory Services held 52,589 shares of General Motors worth $2.77M as of Q3 2021.
Cascadia Advisory Services bought 4,969 General Motors shares in Q3 2021, an estimated $264K.
General Motors made up 0.56% of Cascadia Advisory Services's portfolio in Q3 2021, its #57 holding.
Cascadia Advisory Services first reported a position in General Motors in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's General Motors position peaked at $2.82M in Q2 2021.
1,274 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.