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Castle Wealth Management’s General Motors GM Stock Holding History

Castle 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
2022
Q4 		– Sell
-263
Closed -$8K – 311
2022
Q3 		$8K Hold
263
– – ﹤0.01% 446
2022
Q2 		$8K Buy
+263
New +$9.87K ﹤0.01% 434

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's GM Position: Q4 2022 in Review

Castle Wealth Management sold out of General Motors (GM) in Q4 2022, closing a stake of 263 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in GM in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,236 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • Castle Wealth Management reported no remaining General Motors position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 263 General Motors shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in General Motors in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's General Motors position peaked at $8K in Q3 2022.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.