Lenox Wealth Advisors’s General Motors GM Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$8K	Buy	205 +78	+61%	+$3.89K	﹤0.01%	516
2021 Q4	$7K	Buy	+127	New	+$7.42K	﹤0.01%	553
2021 Q3	–	Sell	-9	Closed	-$1K	–	746
2021 Q2	$1K	Sell	9 -68	-88%	-$4K	﹤0.01%	668
2021 Q1	$4K	Sell	77 -2	-3%	-$106	﹤0.01%	535
2020 Q4	$3K	Buy	79 +8	+11%	+$311	﹤0.01%	555
2020 Q3	$2K	Hold	71	–	–	﹤0.01%	513
2020 Q2	$2K	Buy	+71	New	+$1.73K	﹤0.01%	515
2017 Q4	–	Sell	-10	Closed	–	–	412
2017 Q3	$0	Buy	+10	New	+$365	﹤0.01%	255
2016 Q2	–	Sell	-56	Closed	-$2K	–	229
2016 Q1	$2K	Hold	56	–	–	﹤0.01%	224
2015 Q4	$2K	Hold	56	–	–	﹤0.01%	319
2015 Q3	$2K	Buy	56 +39	+229%	+$1.2K	﹤0.01%	341
2015 Q2	$1K	Buy	+17	New	+$606	﹤0.01%	283
2014 Q3	–	Sell	-103	Closed	-$4K	–	283
2014 Q2	$4K	Hold	103	–	–	﹤0.01%	171
2014 Q1	$4K	Sell	103 -77	-43%	-$2.83K	﹤0.01%	176
2013 Q4	$7K	Buy	+180	New	+$6.8K	﹤0.01%	199
2013 Q3	–	Sell	-79	Closed	-$3K	–	268
2013 Q2	$3K	Buy	+79	New	+$2.5K	﹤0.01%	216

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lenox Wealth Advisors's GM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its General Motors (GM) stake by 61% in Q1 2022, buying an estimated $3.89K and bringing the position to 205 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Lenox Wealth Advisors first reported a position in GM in Q2 2013 and has held it in 16 quarters since. 1,342 funds tracked by Wall St. Rank hold GM as of Q1 2022.

Lenox Wealth Advisors held 205 shares of General Motors worth $8K as of Q1 2022.
Lenox Wealth Advisors bought 78 General Motors shares in Q1 2022, an estimated $3.89K.
General Motors made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #516 holding.
Lenox Wealth Advisors first reported a position in General Motors in Q2 2013 and has held it in 16 quarters since.
1,342 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.