KCS Wealth Advisory’s General Motors GM Stock Holding History

KCS Wealth Advisory’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 Q3	$1.6M	Sell	48,628 -9,401	-16%	-$334K	0.68%	45
2023 Q2	$2.24M	Buy	58,029 +2,291	+4%	+$79.2K	0.78%	41
2023 Q1	$2.04M	Buy	55,738 +2,154	+4%	+$81.4K	0.77%	40
2022 Q4	$1.8M	Buy	53,584 +3,942	+8%	+$146K	0.75%	44
2022 Q3	$1.59M	Buy	49,642 +6,185	+14%	+$227K	0.73%	47
2022 Q2	$1.38M	Buy	43,457 +5,871	+16%	+$220K	0.61%	63
2022 Q1	$1.64M	Buy	37,586 +4,254	+13%	+$212K	0.76%	53
2021 Q4	$1.95M	Buy	33,332 +8,246	+33%	+$482K	0.78%	40
2021 Q3	$1.32M	Buy	25,086 +458	+2%	+$24.3K	0.63%	54
2021 Q2	$1.46M	Buy	24,628 +3,866	+19%	+$227K	0.69%	50
2021 Q1	$1.19M	Buy	20,762 +5,889	+40%	+$313K	0.62%	58
2020 Q4	$619K	Buy	14,873 +248	+2%	+$9.64K	0.41%	84
2020 Q3	$433K	Sell	14,625 -282	-2%	-$7.92K	0.35%	100
2020 Q2	$377K	Buy	14,907 +1,202	+9%	+$29.2K	0.31%	103
2020 Q1	$285K	Buy	13,705 +6,901	+101%	+$211K	0.29%	110
2019 Q4	$249K	Sell	6,804 -18,994	-74%	-$690K	0.19%	133
2019 Q3	$967K	Buy	25,798 +731	+3%	+$28.1K	0.67%	56
2019 Q2	$966K	Buy	25,067 +1,553	+7%	+$58.2K	0.76%	50
2019 Q1	$872K	Buy	23,514 +1,917	+9%	+$72.8K	0.76%	51
2018 Q4	$722K	Buy	21,597 +2,054	+11%	+$70.9K	0.76%	51
2018 Q3	$658K	Sell	19,543 -305	-2%	-$11.2K	0.61%	74
2018 Q2	$782K	Sell	19,848 -1,431	-7%	-$56.3K	0.73%	48
2018 Q1	$724K	Buy	21,279 +4,994	+31%	+$203K	0.66%	57
2017 Q4	$668K	Buy	+16,285	New	+$706K	0.65%	54

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KCS Wealth Advisory's GM Position: Q3 2023 in Review

KCS Wealth Advisory reduced its General Motors (GM) stake by 16% in Q3 2023, selling an estimated $334K and leaving 48,628 shares worth $1.6M. The position accounts for 0.68% of the portfolio, ranked #45.

KCS Wealth Advisory first reported a position in GM in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.24M in Q2 2023. 1,178 funds tracked by Wall St. Rank hold GM as of Q3 2023.

KCS Wealth Advisory held 48,628 shares of General Motors worth $1.6M as of Q3 2023.
KCS Wealth Advisory sold 9,401 General Motors shares in Q3 2023, an estimated $334K.
General Motors made up 0.68% of KCS Wealth Advisory's portfolio in Q3 2023, its #45 holding.
KCS Wealth Advisory first reported a position in General Motors in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's General Motors position peaked at $2.24M in Q2 2023.
1,178 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.