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FRG Family Wealth Advisors’s General Motors GM Stock Holding History

FRG Family 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
2024
Q2 		– Sell
-3,347
Closed -$149K – 231
2024
Q1 		$149K Buy
+3,347
New +$130K 0.03% 151

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's GM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of General Motors (GM) in Q2 2024, closing a stake of 3,347 shares — an estimated $149K sold.

FRG Family Wealth Advisors first reported a position in GM in Q1 2024 and held it in 1 quarter. The position peaked at $149K in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining General Motors position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 3,347 General Motors shares in Q2 2024, an estimated $149K.
  • FRG Family Wealth Advisors first reported a position in General Motors in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's General Motors position peaked at $149K in Q1 2024.
  • 1,303 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.