CSat Investment Advisory’s General Motors GM Stock Holding History

CSat Investment Advisory’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 Q1	$11K	Sell	187 -79	-30%	-$4.2K	0.01%	440
2020 Q4	$11K	Sell	266 -3,469	-93%	-$135K	0.01%	419
2020 Q3	$111K	Sell	3,735 -14,995	-80%	-$421K	0.01%	418
2020 Q2	$473K	Sell	18,730 -4,943	-21%	-$120K	0.06%	191
2020 Q1	$492K	Buy	23,673 +1,782	+8%	+$54.4K	0.1%	141
2019 Q4	$801K	Buy	21,891 +3,027	+16%	+$110K	0.21%	93
2019 Q3	$707K	Buy	18,864 +7,996	+74%	+$308K	0.22%	82
2019 Q2	$419K	Buy	10,868 +881	+9%	+$33K	0.15%	108
2019 Q1	$371K	Sell	9,987 -1,202	-11%	-$45.7K	0.19%	88
2018 Q4	$374K	Sell	11,189 -2,522	-18%	-$87K	0.22%	85
2018 Q3	$462K	Buy	13,711 +3,171	+30%	+$117K	0.26%	88
2018 Q2	$416K	Buy	+10,540	New	+$415K	0.22%	92
2016 Q3	$1.1M	Buy	+34,723	New	+$1.08M	4.12%	15

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's GM Position: Q1 2021 in Review

CSat Investment Advisory reduced its General Motors (GM) stake by 30% in Q1 2021, selling an estimated $4.2K and leaving 187 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #440.

CSat Investment Advisory first reported a position in GM in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2016. 1,262 funds tracked by Wall St. Rank hold GM as of Q1 2021.

CSat Investment Advisory held 187 shares of General Motors worth $11K as of Q1 2021.
CSat Investment Advisory sold 79 General Motors shares in Q1 2021, an estimated $4.2K.
General Motors made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #440 holding.
CSat Investment Advisory first reported a position in General Motors in Q3 2016 and has held it in 13 quarters since.
CSat Investment Advisory's General Motors position peaked at $1.1M in Q3 2016.
1,262 funds tracked by Wall St. Rank held General Motors as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.