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Cassady Schiller Wealth Management’s General Motors GM Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$123K Buy
2,308
+48
+2% +$2.51K 0.05% 151
2024
Q3 		$101K Hold
2,260
– – 0.04% 156
2024
Q2 		$105K Hold
2,260
– – 0.04% 154
2024
Q1 		$102K Buy
2,260
+1,280
+131% +$49.6K 0.05% 153
2023
Q4 		$35.2K Sell
980
-1,554
-61% -$48.1K 0.02% 229
2023
Q3 		$83.5K Hold
2,534
– – 0.05% 155
2023
Q2 		$97.7K Buy
2,534
+237
+10% +$8.2K 0.05% 148
2023
Q1 		$84.2K Hold
2,297
– – 0.04% 154
2022
Q4 		$77.3K Buy
+2,297
New +$84.9K 0.05% 157
2022
Q1 		– Sell
-1,661
Closed -$97K – 299
2021
Q4 		$97K Buy
+1,661
New +$97K 0.06% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's GM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its General Motors (GM) stake by 2.1% in Q4 2024, buying an estimated $2.51K and bringing the position to 2,308 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #151.

Cassady Schiller Wealth Management first reported a position in GM in Q4 2021 and has held it in 10 quarters since. 1,359 funds tracked by Wall St. Rank hold GM as of Q4 2024.

  • Cassady Schiller Wealth Management held 2,308 shares of General Motors worth $123K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 48 General Motors shares in Q4 2024, an estimated $2.51K.
  • General Motors made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #151 holding.
  • Cassady Schiller Wealth Management first reported a position in General Motors in Q4 2021 and has held it in 10 quarters since.
  • 1,359 funds tracked by Wall St. Rank held General Motors as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.