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Monterey Private Wealth’s General Motors GM Stock Holding History

Monterey 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
2022
Q2 		– Sell
-4,809
Closed -$217K – 109
2022
Q1 		$217K Buy
+4,809
New +$240K 0.1% 113

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monterey Private Wealth's GM Position: Q2 2022 in Review

Monterey Private Wealth sold out of General Motors (GM) in Q2 2022, closing a stake of 4,809 shares — an estimated $217K sold.

Monterey Private Wealth first reported a position in GM in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold GM as of Q2 2022.

  • Monterey Private Wealth reported no remaining General Motors position as of Q2 2022 after selling out during the quarter.
  • Monterey Private Wealth sold 4,809 General Motors shares in Q2 2022, an estimated $217K.
  • Monterey Private Wealth first reported a position in General Motors in Q1 2022 and held it in 1 quarter.
  • Monterey Private Wealth's General Motors position peaked at $217K in Q1 2022.
  • 1,216 funds tracked by Wall St. Rank held General Motors as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.