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CFM Wealth Partners’s General Motors GM Stock Holding History

CFM Wealth Partners’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
-6,704
Closed -$215K – 157
2022
Q3 		$215K Sell
6,704
-9,977
-60% -$366K 0.07% 145
2022
Q2 		$530K Sell
16,681
-4,655
-22% -$175K 0.16% 104
2022
Q1 		$933K Sell
21,336
-675
-3% -$33.7K 0.22% 80
2021
Q4 		$1.35M Buy
22,011
+3,090
+16% +$181K 0.3% 71
2021
Q3 		$997K Buy
18,921
+161
+0.9% +$8.56K 0.25% 79
2021
Q2 		$1.11M Buy
+18,760
New +$1.1M 0.29% 73
2020
Q3 		– Sell
-728
Closed -$18K – 272
2020
Q2 		$18K Hold
728
– – 0.01% 366
2020
Q1 		$15K Hold
728
– – 0.01% 396
2019
Q4 		$26K Buy
+728
New +$26.5K 0.01% 331

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

CFM Wealth Partners's GM Position: Q4 2022 in Review

CFM Wealth Partners sold out of General Motors (GM) in Q4 2022, closing a stake of 6,704 shares — an estimated $215K sold.

CFM Wealth Partners first reported a position in GM in Q4 2019 and held it in 9 quarters. The position peaked at $1.35M in Q4 2021. 1,236 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • CFM Wealth Partners reported no remaining General Motors position as of Q4 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 6,704 General Motors shares in Q4 2022, an estimated $215K.
  • CFM Wealth Partners first reported a position in General Motors in Q4 2019 and held it in 9 quarters.
  • CFM Wealth Partners's General Motors position peaked at $1.35M in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on CFM Wealth Partners's 13F filing for Q4 2022, filed 20 Jan 2023.