Polaris Wealth Advisory Group’s General Motors GM Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q2	–	Sell	-195,021	Closed	-$7.15M	–	163
2023 Q1	$7.15M	Buy	195,021 +23,684	+14%	+$895K	0.53%	62
2022 Q4	$6.48M	Buy	+171,337	New	+$6.33M	0.48%	71
2022 Q1	–	Sell	-404,089	Closed	-$23.7M	–	172
2021 Q4	$23.7M	Sell	404,089 -19,945	-5%	-$1.17M	1.36%	31
2021 Q3	$23.9M	Buy	424,034 +186,117	+78%	+$9.89M	1.43%	30
2021 Q2	$14.1M	Buy	237,917 +36,563	+18%	+$2.15M	0.84%	40
2021 Q1	$12.1M	Buy	201,354 +48,368	+32%	+$2.57M	0.78%	42
2020 Q4	$6.59M	Sell	152,986 -12,789	-8%	-$497K	0.49%	63
2020 Q3	$5.13M	Buy	+165,775	New	+$4.66M	0.48%	56
2018 Q4	–	Sell	-235	Closed	-$8K	–	267
2018 Q3	$8K	Buy	+235	New	+$8.66K	﹤0.01%	417

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Polaris Wealth Advisory Group's GM Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of General Motors (GM) in Q2 2023, closing a stake of 195,021 shares — an estimated $7.15M sold.

Polaris Wealth Advisory Group first reported a position in GM in Q3 2018 and held it in 9 quarters. The position peaked at $23.9M in Q3 2021. 1,245 funds tracked by Wall St. Rank hold GM as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining General Motors position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 195,021 General Motors shares in Q2 2023, an estimated $7.15M.
Polaris Wealth Advisory Group first reported a position in General Motors in Q3 2018 and held it in 9 quarters.
Polaris Wealth Advisory Group's General Motors position peaked at $23.9M in Q3 2021.
1,245 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.