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Jeppson Wealth Management’s General Motors GM Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-900
Closed -$27K – 246
2020
Q3 		$27K Buy
+900
New +$25.3K 0.02% 307

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's GM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of General Motors (GM) in Q4 2020, closing a stake of 900 shares — an estimated $27K sold.

Jeppson Wealth Management first reported a position in GM in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 1,063 funds tracked by Wall St. Rank hold GM as of Q4 2020.

  • Jeppson Wealth Management reported no remaining General Motors position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 900 General Motors shares in Q4 2020, an estimated $27K.
  • Jeppson Wealth Management first reported a position in General Motors in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's General Motors position peaked at $27K in Q3 2020.
  • 1,063 funds tracked by Wall St. Rank held General Motors as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.