Meridian Wealth Advisors’s General Motors GM Stock Holding History

Meridian 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 Q3	–	Sell	-6,615	Closed	-$210K	–	191
2022 Q2	$210K	Sell	6,615 -950	-13%	-$35.6K	0.06%	181
2022 Q1	$331K	Buy	7,565 +475	+7%	+$23.7K	0.08%	157
2021 Q4	$416K	Sell	7,090 -1,650	-19%	-$96.4K	0.1%	133
2021 Q3	$461K	Sell	8,740 -6,749	-44%	-$359K	0.13%	125
2021 Q2	$916K	Buy	15,489 +2,348	+18%	+$138K	0.26%	82
2021 Q1	$755K	Buy	+13,141	New	+$698K	0.25%	81
2019 Q1	–	Sell	-3,839	Closed	-$128K	–	240
2018 Q4	$128K	Buy	+3,839	New	+$132K	0.1%	148

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

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

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

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

Meridian Wealth Advisors's GM Position: Q3 2022 in Review

Meridian Wealth Advisors sold out of General Motors (GM) in Q3 2022, closing a stake of 6,615 shares — an estimated $210K sold.

Meridian Wealth Advisors first reported a position in GM in Q4 2018 and held it in 7 quarters. The position peaked at $916K in Q2 2021. 1,181 funds tracked by Wall St. Rank hold GM as of Q3 2022.

Meridian Wealth Advisors reported no remaining General Motors position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 6,615 General Motors shares in Q3 2022, an estimated $210K.
Meridian Wealth Advisors first reported a position in General Motors in Q4 2018 and held it in 7 quarters.
Meridian Wealth Advisors's General Motors position peaked at $916K in Q2 2021.
1,181 funds tracked by Wall St. Rank held General Motors as of Q3 2022.

Based on Meridian Wealth Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.