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Phoenix Wealth Advisors’s General Motors GM Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-491
Closed -$26K – 214
2021
Q3 		$26K Sell
491
-820
-63% -$43.6K 0.02% 241
2021
Q2 		$75K Buy
1,311
+820
+167% +$48.2K 0.05% 164
2021
Q1 		$28K Hold
491
– – 0.02% 231
2020
Q4 		$20K Buy
+491
New +$19.1K 0.02% 256

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's GM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of General Motors (GM) in Q4 2021, closing a stake of 491 shares — an estimated $26K sold.

Phoenix Wealth Advisors first reported a position in GM in Q4 2020 and held it in 4 quarters. The position peaked at $75K in Q2 2021. 1,466 funds tracked by Wall St. Rank hold GM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining General Motors position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 491 General Motors shares in Q4 2021, an estimated $26K.
  • Phoenix Wealth Advisors first reported a position in General Motors in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's General Motors position peaked at $75K in Q2 2021.
  • 1,466 funds tracked by Wall St. Rank held General Motors as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.