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Icon Wealth Partners’s General Motors GM Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-2,694
Closed -$100K – 401
2019
Q1 		$100K Sell
2,694
-449
-14% -$17.1K 0.04% 223
2018
Q4 		$105K Buy
+3,143
New +$108K 0.05% 211
2018
Q3 		– Sell
-2,279
Closed -$90K – 441
2018
Q2 		$90K Buy
+2,279
New +$89.7K 0.04% 261
2018
Q1 		– Sell
-2,575
Closed -$106K – 441
2017
Q4 		$106K Buy
+2,575
New +$112K 0.05% 264

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Icon Wealth Partners's GM Position: Q2 2019 in Review

Icon Wealth Partners sold out of General Motors (GM) in Q2 2019, closing a stake of 2,694 shares — an estimated $100K sold.

Icon Wealth Partners first reported a position in GM in Q4 2017 and held it in 4 quarters. The position peaked at $106K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold GM as of Q2 2019.

  • Icon Wealth Partners reported no remaining General Motors position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,694 General Motors shares in Q2 2019, an estimated $100K.
  • Icon Wealth Partners first reported a position in General Motors in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's General Motors position peaked at $106K in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held General Motors as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.