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MPS Loria Financial Planners’s General Motors GM Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-596
Closed -$34K – 295
2021
Q1 		$34K Hold
596
– – 0.02% 194
2020
Q4 		$24K Buy
596
+96
+19% +$3.73K 0.01% 217
2020
Q3 		$15K Hold
500
– – 0.01% 214
2020
Q2 		$13K Buy
+500
New +$12.2K 0.01% 227
2017
Q3 		– Sell
-500
Closed -$18K – 186
2017
Q2 		$18K Buy
+500
New +$17K 0.01% 239

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MPS Loria Financial Planners's GM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of General Motors (GM) in Q2 2021, closing a stake of 596 shares — an estimated $34K sold.

MPS Loria Financial Planners first reported a position in GM in Q2 2017 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 1,339 funds tracked by Wall St. Rank hold GM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining General Motors position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 596 General Motors shares in Q2 2021, an estimated $34K.
  • MPS Loria Financial Planners first reported a position in General Motors in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's General Motors position peaked at $34K in Q1 2021.
  • 1,339 funds tracked by Wall St. Rank held General Motors as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.