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Realta Investment Advisors’s General Motors GM Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-6,118
Closed -$284K – 508
2024
Q2 		$284K Sell
6,118
-29
-0.5% -$1.31K 0.06% 321
2024
Q1 		$279K Sell
6,147
-564
-8% -$21.9K 0.06% 328
2023
Q4 		$241K Sell
6,711
-746
-10% -$23.1K 0.05% 364
2023
Q3 		$288K Sell
7,457
-203
-3% -$7.21K 0.07% 303
2023
Q2 		$295K Buy
7,660
+534
+7% +$18.5K 0.06% 308
2023
Q1 		$261K Sell
7,126
-1,114
-14% -$42.1K 0.06% 318
2022
Q4 		$277K Sell
8,240
-412
-5% -$15.2K 0.07% 313
2022
Q3 		$278K Sell
8,652
-126
-1% -$4.62K 0.07% 298
2022
Q2 		$283K Sell
8,778
-3,535
-29% -$133K 0.07% 283
2022
Q1 		$539K Sell
12,313
-94
-0.8% -$4.69K 0.11% 206
2021
Q4 		$727K Sell
12,407
-285
-2% -$16.6K 0.16% 155
2021
Q3 		$669K Buy
12,692
+500
+4% +$26.6K 0.16% 158
2021
Q2 		$721K Buy
12,192
+1,353
+12% +$79.5K 0.17% 148
2021
Q1 		$623K Buy
10,839
+5,798
+115% +$308K 0.16% 163
2020
Q4 		$210K Buy
+5,041
New +$196K 0.06% 302
2020
Q3 		– Sell
-19,742
Closed -$499K – 337
2020
Q2 		$499K Buy
19,742
+2,917
+17% +$71K 0.16% 167
2020
Q1 		$350K Sell
16,825
-11,350
-40% -$347K 0.15% 182
2019
Q4 		$1.02M Sell
28,175
-573
-2% -$20.8K 0.28% 70
2019
Q3 		$1.08M Sell
28,748
-9,892
-26% -$380K 0.29% 70
2019
Q2 		$1.5M Buy
38,640
+595
+2% +$22.3K 0.42% 39
2019
Q1 		$1.42M Buy
+38,045
New +$1.45M 0.65% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Realta Investment Advisors's GM Position: Q3 2024 in Review

Realta Investment Advisors sold out of General Motors (GM) in Q3 2024, closing a stake of 6,118 shares — an estimated $284K sold.

Realta Investment Advisors first reported a position in GM in Q1 2019 and held it in 21 quarters. The position peaked at $1.5M in Q2 2019. 1,255 funds tracked by Wall St. Rank hold GM as of Q3 2024.

  • Realta Investment Advisors reported no remaining General Motors position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,118 General Motors shares in Q3 2024, an estimated $284K.
  • Realta Investment Advisors first reported a position in General Motors in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's General Motors position peaked at $1.5M in Q2 2019.
  • 1,255 funds tracked by Wall St. Rank held General Motors as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.