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Financial Synergies Wealth Advisors’s General Motors GM Stock Holding History

Financial Synergies 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
Q4 		– Sell
-35
Closed -$1.12K – 481
2022
Q3 		$1.12K Buy
+35
New +$1.28K ﹤0.01% 285

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

Financial Synergies Wealth Advisors's GM Position: Q4 2022 in Review

Financial Synergies Wealth Advisors sold out of General Motors (GM) in Q4 2022, closing a stake of 35 shares — an estimated $1.12K sold.

Financial Synergies Wealth Advisors first reported a position in GM in Q3 2022 and held it in 1 quarter. The position peaked at $1.12K in Q3 2022. 1,238 funds tracked by Wall St. Rank hold GM as of Q4 2022.

  • Financial Synergies Wealth Advisors reported no remaining General Motors position as of Q4 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 35 General Motors shares in Q4 2022, an estimated $1.12K.
  • Financial Synergies Wealth Advisors first reported a position in General Motors in Q3 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's General Motors position peaked at $1.12K in Q3 2022.
  • 1,238 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2022, filed 4 Apr 2024.