Evolution Wealth Advisors’s General Motors GM Stock Holding History

Evolution Wealth Advisors’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 Q1	–	Sell	-4,542	Closed	-$266K	–	128
2021 Q4	$266K	Hold	4,542	–	–	0.04%	104
2021 Q3	$239K	Buy	4,542 +1,845	+68%	+$98.1K	0.05%	95
2021 Q2	$160K	Hold	2,697	–	–	0.03%	136
2021 Q1	$155K	Buy	2,697 +390	+17%	+$20.7K	0.03%	119
2020 Q4	$96K	Sell	2,307 -3,580	-61%	-$139K	0.02%	136
2020 Q3	$174K	Buy	5,887 +1,400	+31%	+$39.3K	0.05%	108
2020 Q2	$114K	Buy	4,487 +2,487	+124%	+$60.5K	0.04%	107
2020 Q1	$42K	Buy	+2,000	New	+$61.1K	0.02%	121
2019 Q4	–	Sell	-116	Closed	-$4K	–	647
2019 Q3	$4K	Sell	116 -96	-45%	-$3.69K	﹤0.01%	313
2019 Q2	$8K	Buy	+212	New	+$7.95K	﹤0.01%	199

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Evolution Wealth Advisors's GM Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of General Motors (GM) in Q1 2022, closing a stake of 4,542 shares — an estimated $266K sold.

Evolution Wealth Advisors first reported a position in GM in Q2 2019 and held it in 10 quarters. The position peaked at $266K in Q4 2021. 1,339 funds tracked by Wall St. Rank hold GM as of Q1 2022.

Evolution Wealth Advisors reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
Evolution Wealth Advisors sold 4,542 General Motors shares in Q1 2022, an estimated $266K.
Evolution Wealth Advisors first reported a position in General Motors in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's General Motors position peaked at $266K in Q4 2021.
1,339 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.