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Curi Wealth Management’s General Motors GM Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-266
Closed -$8K – 392
2022
Q2 		$8K Hold
266
– – ﹤0.01% 404
2022
Q1 		$11K Sell
266
-3
-1% -$150 ﹤0.01% 351
2021
Q4 		$15K Buy
+269
New +$15.7K ﹤0.01% 274
2021
Q1 		– Sell
-16
Closed – – 252
2020
Q4 		$0 Buy
+16
New +$622 ﹤0.01% 438

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's GM Position: Q3 2022 in Review

Curi Wealth Management sold out of General Motors (GM) in Q3 2022, closing a stake of 266 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in GM in Q4 2020 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold GM as of Q3 2022.

  • Curi Wealth Management reported no remaining General Motors position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 266 General Motors shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in General Motors in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's General Motors position peaked at $15K in Q4 2021.
  • 1,180 funds tracked by Wall St. Rank held General Motors as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.