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Focused Wealth Management’s General Motors GM Stock Holding History

Focused Wealth Management’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
-5,000
Closed -$13K – 1030
2021
Q4 		$13K Buy
+5,000
New +$292K ﹤0.01% 542
2020
Q1 		– Sell
-18,000
Closed -$4K – 734
2019
Q4 		$4K Buy
+18,000
New +$654K ﹤0.01% 593
2018
Q2 		– Sell
-18,000
Closed -$3K – 695
2018
Q1 		$3K Buy
+18,000
New +$730K ﹤0.01% 595

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focused Wealth Management's GM Position: Q1 2024 in Review

Focused Wealth Management sold out of General Motors (GM) in Q1 2024, closing a stake of 459 shares — an estimated $16.5K sold.

Focused Wealth Management first reported a position in GM in Q3 2013 and held it in 42 quarters. The position peaked at $1.2M in Q2 2018. 1,269 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Focused Wealth Management reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 459 General Motors shares in Q1 2024, an estimated $16.5K.
  • Focused Wealth Management first reported a position in General Motors in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's General Motors position peaked at $1.2M in Q2 2018.
  • 1,269 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.