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Clarus Wealth Advisors’s General Motors GM Stock Holding History

Clarus 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
2019
Q3 		– Sell
-448
Closed -$17K – 300
2019
Q2 		$17K Buy
448
+5
+1% +$187 0.01% 381
2019
Q1 		$16K Buy
443
+4
+0.9% +$152 0.01% 456
2018
Q4 		$15K Buy
439
+5
+1% +$173 0.02% 445
2018
Q3 		$15K Sell
434
-96
-18% -$3.54K 0.01% 479
2018
Q2 		$19K Buy
+530
New +$20.9K 0.01% 432

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Clarus Wealth Advisors's GM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of General Motors (GM) in Q3 2019, closing a stake of 448 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in GM in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q2 2018. 1,017 funds tracked by Wall St. Rank hold GM as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining General Motors position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 448 General Motors shares in Q3 2019, an estimated $17K.
  • Clarus Wealth Advisors first reported a position in General Motors in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's General Motors position peaked at $19K in Q2 2018.
  • 1,017 funds tracked by Wall St. Rank held General Motors as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.