Mason Investment Advisory Services’s General Motors GM Stock Holding History

Mason Investment Advisory Services’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 Q1	–	Sell	-11,381	Closed	-$383K	–	74
2022 Q4	$383K	Sell	11,381 -2,589	-19%	-$95.7K	0.04%	53
2022 Q3	$448K	Buy	+13,970	New	+$513K	0.05%	34
2022 Q2	–	Sell	-61,100	Closed	-$2.67M	–	93
2022 Q1	$2.67M	Buy	61,100 +2,521	+4%	+$126K	0.23%	8
2021 Q4	$3.43M	Hold	58,579	–	–	0.28%	9
2021 Q3	$3.09M	Buy	58,579 +35,279	+151%	+$1.88M	0.32%	8
2021 Q2	$1.38M	Buy	+23,300	New	+$1.37M	0.14%	34

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

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mason Investment Advisory Services's GM Position: Q1 2023 in Review

Mason Investment Advisory Services sold out of General Motors (GM) in Q1 2023, closing a stake of 11,381 shares — an estimated $383K sold.

Mason Investment Advisory Services first reported a position in GM in Q2 2021 and held it in 6 quarters. The position peaked at $3.43M in Q4 2021. 1,237 funds tracked by Wall St. Rank hold GM as of Q1 2023.

Mason Investment Advisory Services reported no remaining General Motors position as of Q1 2023 after selling out during the quarter.
Mason Investment Advisory Services sold 11,381 General Motors shares in Q1 2023, an estimated $383K.
Mason Investment Advisory Services first reported a position in General Motors in Q2 2021 and held it in 6 quarters.
Mason Investment Advisory Services's General Motors position peaked at $3.43M in Q4 2021.
1,237 funds tracked by Wall St. Rank held General Motors as of Q1 2023.

Based on Mason Investment Advisory Services's 13F filing for Q1 2023, filed 8 Aug 2024.