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Core Wealth Advisors (Florida)’s General Motors GM Stock Holding History

Core Wealth Advisors (Florida)’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
-20,733
Closed -$1.23M – 198
2021
Q2 		$1.23M Buy
+20,733
New +$1.22M 0.82% 16

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GM Position: Q3 2021 in Review

Core Wealth Advisors (Florida) sold out of General Motors (GM) in Q3 2021, closing a stake of 20,733 shares — an estimated $1.23M sold.

Core Wealth Advisors (Florida) first reported a position in GM in Q2 2021 and held it in 1 quarter. The position peaked at $1.23M in Q2 2021. 1,274 funds tracked by Wall St. Rank hold GM as of Q3 2021.

  • Core Wealth Advisors (Florida) reported no remaining General Motors position as of Q3 2021 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 20,733 General Motors shares in Q3 2021, an estimated $1.23M.
  • Core Wealth Advisors (Florida) first reported a position in General Motors in Q2 2021 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s General Motors position peaked at $1.23M in Q2 2021.
  • 1,274 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2021, filed 9 Nov 2021.