Commonwealth Financial Services’s General Motors GM Stock Holding History

Commonwealth Financial Services’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 Q3	–	Sell	-4,375	Closed	-$204K	–	200
2024 Q2	$204K	Buy	+4,375	New	+$198K	0.04%	184
2017 Q1	$476K	Sell	13,987 -1,380	-9%	-$50.5K	0.52%	19
2016 Q4	$569K	Buy	15,367 +327	+2%	+$11K	0.56%	21
2016 Q3	$478K	Buy	15,040 +13,275	+752%	+$415K	0.45%	24
2016 Q2	$50K	Hold	1,765	–	–	0.06%	86
2016 Q1	$55K	Sell	1,765 -9,359	-84%	-$282K	0.08%	81
2015 Q4	$378K	Buy	11,124 +31	+0.3%	+$1.08K	1.28%	23
2015 Q3	$333K	Hold	11,093	–	–	0.39%	29
2015 Q2	$370K	Sell	11,093 -221	-2%	-$7.88K	0.4%	28
2015 Q1	$424K	Buy	11,314 +11,275	+28,910%	+$410K	0.37%	28
2014 Q4	$1K	Buy	+39	New	+$1.25K	﹤0.01%	229

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Commonwealth Financial Services's GM Position: Q3 2024 in Review

Commonwealth Financial Services sold out of General Motors (GM) in Q3 2024, closing a stake of 4,375 shares — an estimated $204K sold.

Commonwealth Financial Services first reported a position in GM in Q4 2014 and held it in 11 quarters. The position peaked at $569K in Q4 2016. 1,257 funds tracked by Wall St. Rank hold GM as of Q3 2024.

Commonwealth Financial Services reported no remaining General Motors position as of Q3 2024 after selling out during the quarter.
Commonwealth Financial Services sold 4,375 General Motors shares in Q3 2024, an estimated $204K.
Commonwealth Financial Services first reported a position in General Motors in Q4 2014 and held it in 11 quarters.
Commonwealth Financial Services's General Motors position peaked at $569K in Q4 2016.
1,257 funds tracked by Wall St. Rank held General Motors as of Q3 2024.

Based on Commonwealth Financial Services's 13F filing for Q3 2024, filed 22 Oct 2024.