Liberty Wealth Management’s General Motors GM Stock Holding History

Liberty 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
2021 Q4	–	Sell	-518	Closed	-$27K	–	538
2021 Q3	$27K	Buy	518 +173	+50%	+$9.2K	0.01%	576
2021 Q2	$20K	Buy	345 +96	+39%	+$5.64K	0.01%	503
2021 Q1	$12K	Hold	249	–	–	0.01%	557
2020 Q4	$12K	Buy	249 +46	+23%	+$1.79K	0.01%	552
2020 Q3	$6K	Hold	203	–	–	﹤0.01%	595
2020 Q2	$5K	Hold	203	–	–	﹤0.01%	599
2020 Q1	$4K	Sell	203 -79	-28%	-$2.41K	﹤0.01%	614
2019 Q4	$10K	Buy	282 +3	+1%	+$109	0.01%	535
2019 Q3	$10K	Buy	279 +156	+127%	+$6K	0.01%	515
2019 Q2	$5K	Sell	123 -876	-88%	-$32.8K	﹤0.01%	654
2019 Q1	$37K	Buy	999 +81	+9%	+$3.08K	0.03%	245
2018 Q4	$30K	Buy	+918	New	+$31.7K	0.02%	265

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

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

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

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

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

Liberty Wealth Management's GM Position: Q4 2021 in Review

Liberty Wealth Management sold out of General Motors (GM) in Q4 2021, closing a stake of 518 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in GM in Q4 2018 and held it in 12 quarters. The position peaked at $37K in Q1 2019. 1,466 funds tracked by Wall St. Rank hold GM as of Q4 2021.

Liberty Wealth Management reported no remaining General Motors position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 518 General Motors shares in Q4 2021, an estimated $27K.
Liberty Wealth Management first reported a position in General Motors in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's General Motors position peaked at $37K in Q1 2019.
1,466 funds tracked by Wall St. Rank held General Motors as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.