Delap Wealth Advisory’s General Motors GM Stock Holding History

Delap Wealth 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
2024 Q2	–	Sell	-13,376	Closed	-$607K	–	194
2024 Q1	$607K	Buy	+13,376	New	+$518K	0.25%	60

Other funds holding GM

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delap Wealth Advisory's GM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of General Motors (GM) in Q2 2024, closing a stake of 13,376 shares — an estimated $607K sold.

Delap Wealth Advisory first reported a position in GM in Q1 2024 and held it in 1 quarter. The position peaked at $607K in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GM as of Q2 2024.

Delap Wealth Advisory reported no remaining General Motors position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 13,376 General Motors shares in Q2 2024, an estimated $607K.
Delap Wealth Advisory first reported a position in General Motors in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's General Motors position peaked at $607K in Q1 2024.
1,303 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.