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High Net Worth Advisory Group’s General Motors GM Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-300
Closed -$10.1K – 345
2022
Q4 		$10.1K Hold
300
– – ﹤0.01% 502
2022
Q3 		$10K Hold
300
– – ﹤0.01% 536
2022
Q2 		$10K Hold
300
– – ﹤0.01% 526
2022
Q1 		$13K Sell
300
-104
-26% -$5.19K ﹤0.01% 498
2021
Q4 		$24K Buy
+404
New +$23.6K 0.01% 436

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

High Net Worth Advisory Group's GM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of General Motors (GM) in Q1 2023, closing a stake of 300 shares — an estimated $10.1K sold.

High Net Worth Advisory Group first reported a position in GM in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold GM as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining General Motors position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 300 General Motors shares in Q1 2023, an estimated $10.1K.
  • High Net Worth Advisory Group first reported a position in General Motors in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's General Motors position peaked at $24K in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.