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Heritage Financial Services’s General Motors GM Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-140
Closed -$4K – 225
2022
Q2 		$4K Buy
+140
New +$5.25K ﹤0.01% 364

Other funds holding GM

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Financial Services's GM Position: Q3 2022 in Review

Heritage Financial Services sold out of General Motors (GM) in Q3 2022, closing a stake of 140 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in GM in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 1,180 funds tracked by Wall St. Rank hold GM as of Q3 2022.

  • Heritage Financial Services reported no remaining General Motors position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 140 General Motors shares in Q3 2022, an estimated $4K.
  • Heritage Financial Services first reported a position in General Motors in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's General Motors position peaked at $4K in Q2 2022.
  • 1,180 funds tracked by Wall St. Rank held General Motors as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.