Heritage Wealth Management (Arizona)’s General Motors GM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$39.4K	Sell	1,172 -350	-23%	-$12.9K	0.01%	541
2022 Q3	$49K	Buy	1,522 +56	+4%	+$2.06K	0.02%	401
2022 Q2	$46.6K	Hold	1,466	–	–	0.02%	434
2022 Q1	$64K	Buy	+1,466	New	+$73.2K	0.02%	433
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	855
2021 Q2	$2K	Buy	+27	New	+$1.59K	﹤0.01%	830

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s GM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its General Motors (GM) stake by 23% in Q4 2022, selling an estimated $12.9K and leaving 1,172 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #541.

Heritage Wealth Management (Arizona) first reported a position in GM in Q2 2021 and has held it in 6 quarters since. The position peaked at $64K in Q1 2022. 1,237 funds tracked by Wall St. Rank hold GM as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,172 shares of General Motors worth $39.4K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 350 General Motors shares in Q4 2022, an estimated $12.9K.
General Motors made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #541 holding.
Heritage Wealth Management (Arizona) first reported a position in General Motors in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s General Motors position peaked at $64K in Q1 2022.
1,237 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.