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Global Wealth Management Investment Advisory’s General Motors GM Stock Holding History

Global Wealth Management Investment 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
2024
Q1 		– Sell
-1,003
Closed -$36K – 260
2023
Q4 		$36K Hold
1,003
– – 0.01% 216
2023
Q3 		$33.1K Sell
1,003
-75
-7% -$2.67K 0.01% 214
2023
Q2 		$41.6K Buy
+1,078
New +$37.3K 0.01% 205
2022
Q3 		– Sell
-1,098
Closed -$35K – 273
2022
Q2 		$35K Sell
1,098
-225
-17% -$8.44K 0.01% 202
2022
Q1 		$58K Sell
1,323
-794
-38% -$39.6K 0.02% 182
2021
Q4 		$124K Sell
2,117
-281
-12% -$16.4K 0.04% 157
2021
Q3 		$126K Sell
2,398
-293
-11% -$15.6K 0.04% 159
2021
Q2 		$159K Buy
2,691
+105
+4% +$6.17K 0.05% 143
2021
Q1 		$149K Buy
2,586
+1,524
+144% +$80.9K 0.05% 131
2020
Q4 		$44K Buy
1,062
+59
+6% +$2.29K 0.02% 190
2020
Q3 		$30K Sell
1,003
-630
-39% -$17.7K 0.01% 200
2020
Q2 		$41K Buy
1,633
+375
+30% +$9.12K 0.02% 209
2020
Q1 		$26K Buy
1,258
+100
+9% +$3.05K 0.01% 227
2019
Q4 		$42K Buy
1,158
+300
+35% +$10.9K 0.02% 193
2019
Q3 		$32K Buy
858
+28
+3% +$1.08K 0.01% 206
2019
Q2 		$32K Buy
830
+258
+45% +$9.67K 0.02% 214
2019
Q1 		$21K Hold
572
– – 0.01% 302
2018
Q4 		$19K Buy
+572
New +$19.7K 0.01% 302

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

Global Wealth Management Investment Advisory's GM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of General Motors (GM) in Q1 2024, closing a stake of 1,003 shares — an estimated $36K sold.

Global Wealth Management Investment Advisory first reported a position in GM in Q4 2018 and held it in 18 quarters. The position peaked at $159K in Q2 2021. 1,270 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,003 General Motors shares in Q1 2024, an estimated $36K.
  • Global Wealth Management Investment Advisory first reported a position in General Motors in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's General Motors position peaked at $159K in Q2 2021.
  • 1,270 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.