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HCR Wealth Advisors’s General Motors GM Stock Holding History

HCR 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
2023
Q3 		– Sell
-8,329
Closed -$321K – 178
2023
Q2 		$321K Hold
8,329
– – 0.06% 134
2023
Q1 		$306K Hold
8,329
– – 0.06% 140
2022
Q4 		$280K Hold
8,329
– – 0.06% 138
2022
Q3 		$267K Hold
8,329
– – 0.06% 142
2022
Q2 		$265K Hold
8,329
– – 0.05% 145
2022
Q1 		$364K Buy
8,329
+73
+0.9% +$3.65K 0.06% 143
2021
Q4 		$484K Buy
8,256
+70
+0.9% +$4.09K 0.08% 140
2021
Q3 		$431K Buy
+8,186
New +$435K 0.07% 146

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCR Wealth Advisors's GM Position: Q3 2023 in Review

HCR Wealth Advisors sold out of General Motors (GM) in Q3 2023, closing a stake of 8,329 shares — an estimated $321K sold.

HCR Wealth Advisors first reported a position in GM in Q3 2021 and held it in 8 quarters. The position peaked at $484K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

  • HCR Wealth Advisors reported no remaining General Motors position as of Q3 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 8,329 General Motors shares in Q3 2023, an estimated $321K.
  • HCR Wealth Advisors first reported a position in General Motors in Q3 2021 and held it in 8 quarters.
  • HCR Wealth Advisors's General Motors position peaked at $484K in Q4 2021.
  • 1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.