FMA Advisory’s General Motors GM Stock Holding History

FMA 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
2021 Q3	$1.4M	Sell	26,535 -2,785	-9%	-$148K	0.52%	63
2021 Q2	$1.74M	Sell	29,320 -750	-2%	-$44.1K	0.64%	57
2021 Q1	$1.73M	Buy	30,070 +925	+3%	+$49.1K	0.53%	67
2020 Q4	$1.21M	Buy	29,145 +4,250	+17%	+$165K	0.41%	83
2020 Q3	$737K	Buy	24,895 +15,000	+152%	+$421K	0.29%	89
2020 Q2	$250K	Buy	+9,895	New	+$241K	0.11%	141
2017 Q4	–	Sell	-58,593	Closed	-$2.37M	–	151
2017 Q3	$2.37M	Sell	58,593 -2,590	-4%	-$94.6K	1.38%	21
2017 Q2	$2.14K	Sell	61,183 -6,539	-10%	-$222K	1.1%	24
2017 Q1	$2.4M	Buy	+67,722	New	+$2.48M	1.22%	23
2015 Q2	$718K	Buy	+21,537	New	+$768K	0.45%	63

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

FMA Advisory's GM Position: Q3 2021 in Review

FMA Advisory reduced its General Motors (GM) stake by 9.5% in Q3 2021, selling an estimated $148K and leaving 26,535 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #63.

FMA Advisory first reported a position in GM in Q2 2015 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2017. 1,273 funds tracked by Wall St. Rank hold GM as of Q3 2021.

FMA Advisory held 26,535 shares of General Motors worth $1.4M as of Q3 2021.
FMA Advisory sold 2,785 General Motors shares in Q3 2021, an estimated $148K.
General Motors made up 0.52% of FMA Advisory's portfolio in Q3 2021, its #63 holding.
FMA Advisory first reported a position in General Motors in Q2 2015 and has held it in 10 quarters since.
FMA Advisory's General Motors position peaked at $2.4M in Q1 2017.
1,273 funds tracked by Wall St. Rank held General Motors as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.