HWA
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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 $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return