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Lake Street Private Wealth’s General Motors GM Stock Holding History

Lake Street Private Wealth’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 		– Sell
-6,139
Closed -$237K – 291
2023
Q2 		$237K Buy
6,139
+68
+1% +$2.35K 0.04% 253
2023
Q1 		$223K Buy
+6,071
New +$230K 0.04% 255
2022
Q4 		– Sell
-8,813
Closed -$283K – 284
2022
Q3 		$283K Sell
8,813
-1,726
-16% -$63.3K 0.07% 224
2022
Q2 		$335K Sell
10,539
-7,207
-41% -$270K 0.07% 221
2022
Q1 		$776K Buy
17,746
+1,221
+7% +$61K 0.14% 146
2021
Q4 		$969K Buy
+16,525
New +$965K 0.17% 133
2020
Q1 		– Sell
-16,115
Closed -$590K – 151
2019
Q4 		$590K Buy
16,115
+2,294
+17% +$83.4K 0.23% 99
2019
Q3 		$518K Sell
13,821
-529
-4% -$20.3K 0.24% 95
2019
Q2 		$553K Buy
14,350
+6,550
+84% +$246K 0.33% 70
2019
Q1 		$289K Buy
+7,800
New +$296K 0.2% 88

Other funds holding GM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return