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Clear Perspectives Financial Planning’s General Motors GM Stock Holding History

Clear Perspectives Financial Planning’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 		– Sell
-350
Closed -$21K – 216
2021
Q2 		$21K Buy
+350
New +$20.6K 0.01% 136

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clear Perspectives Financial Planning's GM Position: Q3 2021 in Review

Clear Perspectives Financial Planning sold out of General Motors (GM) in Q3 2021, closing a stake of 350 shares — an estimated $21K sold.

Clear Perspectives Financial Planning first reported a position in GM in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 1,273 funds tracked by Wall St. Rank hold GM as of Q3 2021.

  • Clear Perspectives Financial Planning reported no remaining General Motors position as of Q3 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 350 General Motors shares in Q3 2021, an estimated $21K.
  • Clear Perspectives Financial Planning first reported a position in General Motors in Q2 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's General Motors position peaked at $21K in Q2 2021.
  • 1,273 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2021, filed 5 Nov 2021.