Janiczek Wealth Management’s General Motors GM Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$180K	Sell	3,885 -1,178	-23%	-$53.2K	0.04%	198
2024 Q1	$230K	Buy	5,063 +248	+5%	+$9.61K	0.05%	168
2023 Q4	$173K	Sell	4,815 -2,321	-33%	-$71.8K	0.04%	176
2023 Q3	$235K	Buy	7,136 +1,429	+25%	+$50.8K	0.06%	127
2023 Q2	$220K	Buy	5,707 +916	+19%	+$31.7K	0.06%	120
2023 Q1	$165K	Buy	4,791 +655	+16%	+$24.8K	0.05%	141
2022 Q4	$159K	Sell	4,136 -126	-3%	-$4.66K	0.04%	152
2022 Q3	$138K	Sell	4,262 -13	-0.3%	-$477	0.05%	147
2022 Q2	$155K	Buy	4,275 +616	+17%	+$23.1K	0.05%	139
2022 Q1	$160K	Buy	3,659 +1,375	+60%	+$68.7K	0.04%	145
2021 Q4	$134K	Buy	2,284 +367	+19%	+$21.4K	0.04%	150
2021 Q3	$101K	Buy	1,917 +66	+4%	+$3.51K	0.04%	172
2021 Q2	$110K	Buy	1,851 +146	+9%	+$8.58K	0.04%	143
2021 Q1	$98K	Buy	1,705 +675	+66%	+$35.8K	0.04%	136
2020 Q4	$43K	Buy	1,030 +998	+3,119%	+$38.8K	0.02%	226
2020 Q3	$1K	Buy	+32	New	+$899	﹤0.01%	573

Other funds holding GM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return