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PRW Wealth Management’s General Motors GM Stock Holding History

PRW 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
2019
Q2 		– Sell
-425
Closed -$16K – 311
2019
Q1 		$16K Hold
425
– – 0.01% 241
2018
Q4 		$15K Buy
+425
New +$14.7K 0.02% 256

Other funds holding GM

Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

PRW Wealth Management's GM Position: Q2 2019 in Review

PRW Wealth Management sold out of General Motors (GM) in Q2 2019, closing a stake of 425 shares — an estimated $16K sold.

PRW Wealth Management first reported a position in GM in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 1,013 funds tracked by Wall St. Rank hold GM as of Q2 2019.

  • PRW Wealth Management reported no remaining General Motors position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 425 General Motors shares in Q2 2019, an estimated $16K.
  • PRW Wealth Management first reported a position in General Motors in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's General Motors position peaked at $16K in Q1 2019.
  • 1,013 funds tracked by Wall St. Rank held General Motors as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.