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Pasadena Private Wealth’s General Motors GM Stock Holding History

Pasadena 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
2021
Q4 		– Sell
-14,600
Closed -$8K – 123
2021
Q3 		$8K Buy
14,600
+3,600
+33% +$191K ﹤0.01% 95
2021
Q2 		$4K Sell
11,000
-4,000
-27% -$235K ﹤0.01% 90
2021
Q1 		$6K Buy
+15,000
New +$797K ﹤0.01% 87
2020
Q3 		– Sell
-10,000
Closed -$23K – 82
2020
Q2 		$23K Buy
+10,000
New +$243K 0.01% 67

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pasadena Private Wealth's GM Position: Q4 2021 in Review

Pasadena Private Wealth sold out of General Motors (GM) in Q4 2021, closing a stake of 78 shares — an estimated $4K sold.

Pasadena Private Wealth first reported a position in GM in Q2 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 1,466 funds tracked by Wall St. Rank hold GM as of Q4 2021.

  • Pasadena Private Wealth reported no remaining General Motors position as of Q4 2021 after selling out during the quarter.
  • Pasadena Private Wealth sold 78 General Motors shares in Q4 2021, an estimated $4K.
  • Pasadena Private Wealth first reported a position in General Motors in Q2 2020 and held it in 4 quarters.
  • Pasadena Private Wealth's General Motors position peaked at $5K in Q2 2020.
  • 1,466 funds tracked by Wall St. Rank held General Motors as of Q4 2021.

Based on Pasadena Private Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.