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Patriot Wealth Management’s General Motors GM Stock Holding History

Patriot Wealth Management’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
2018
Q4 		$8.02M Sell
239,735
-5,820
-2% -$201K 1.17% 32
2018
Q3 		$8.27M Buy
245,555
+5,590
+2% +$206K 1.04% 42
2018
Q2 		$9.46M Buy
+239,965
New +$9.45M 1.3% 21

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Patriot Wealth Management's GM Position: Q4 2018 in Review

Patriot Wealth Management reduced its General Motors (GM) stake by 2.4% in Q4 2018, selling an estimated $201K and leaving 239,735 shares worth $8.02M. The position accounts for 1.17% of the portfolio, ranked #32.

Patriot Wealth Management first reported a position in GM in Q2 2018 and has held it in 3 quarters since. The position peaked at $9.46M in Q2 2018. 1,045 funds tracked by Wall St. Rank hold GM as of Q4 2018.

  • Patriot Wealth Management held 239,735 shares of General Motors worth $8.02M as of Q4 2018.
  • Patriot Wealth Management sold 5,820 General Motors shares in Q4 2018, an estimated $201K.
  • General Motors made up 1.17% of Patriot Wealth Management's portfolio in Q4 2018, its #32 holding.
  • Patriot Wealth Management first reported a position in General Motors in Q2 2018 and has held it in 3 quarters since.
  • Patriot Wealth Management's General Motors position peaked at $9.46M in Q2 2018.
  • 1,045 funds tracked by Wall St. Rank held General Motors as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.