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Engrave Wealth Partners’s General Motors GM Stock Holding History

Engrave Wealth Partners’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
2020
Q1 		– Sell
-400
Closed -$14K – 441
2019
Q4 		$14K Buy
+400
New +$14.5K 0.01% 264

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Capital Research Global Investors
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Eagle Capital Management (New York)
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Engrave Wealth Partners's GM Position: Q1 2020 in Review

Engrave Wealth Partners sold out of General Motors (GM) in Q1 2020, closing a stake of 400 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in GM in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 868 funds tracked by Wall St. Rank hold GM as of Q1 2020.

  • Engrave Wealth Partners reported no remaining General Motors position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 400 General Motors shares in Q1 2020, an estimated $14K.
  • Engrave Wealth Partners first reported a position in General Motors in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's General Motors position peaked at $14K in Q4 2019.
  • 868 funds tracked by Wall St. Rank held General Motors as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.