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Ropes Wealth Advisors’s General Motors GM Stock Holding History

Ropes 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
2020
Q3 		– Sell
-910
Closed -$23K – 630
2020
Q2 		$23K Sell
910
-990
-52% -$24.1K ﹤0.01% 378
2020
Q1 		$39K Hold
1,900
– – 0.01% 303
2019
Q4 		$70K Hold
1,900
– – 0.02% 307
2019
Q3 		$71K Sell
1,900
-820
-30% -$31.5K 0.02% 310
2019
Q2 		$105K Buy
2,720
+620
+30% +$23.2K 0.02% 271
2019
Q1 		$78K Hold
2,100
– – 0.02% 289
2018
Q4 		$70K Sell
2,100
-1,600
-43% -$55.2K 0.02% 283
2018
Q3 		$125K Sell
3,700
-1,000
-21% -$36.8K 0.03% 258
2018
Q2 		$185K Buy
4,700
+1,000
+27% +$39.4K 0.05% 235
2018
Q1 		$134K Sell
3,700
-3,400
-48% -$138K 0.04% 243
2017
Q4 		$291K Buy
7,100
+100
+1% +$4.34K 0.08% 184
2017
Q3 		$283K Buy
7,000
+2,400
+52% +$87.7K 0.08% 185
2017
Q2 		$161K Buy
4,600
+3,248
+240% +$110K 0.05% 232
2017
Q1 		$48K Buy
1,352
+12
+0.9% +$439 0.01% 334
2016
Q4 		$47K Buy
1,340
+340
+34% +$11.4K 0.01% 326
2016
Q3 		$32K Sell
1,000
-101
-9% -$3.15K 0.01% 318
2016
Q2 		$31K Buy
+1,101
New +$33.4K 0.01% 303
2016
Q1 		– Sell
-32
Closed -$1K – 482
2015
Q4 		$1K Buy
+32
New +$1.11K ﹤0.01% 423

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ropes Wealth Advisors's GM Position: Q3 2020 in Review

Ropes Wealth Advisors sold out of General Motors (GM) in Q3 2020, closing a stake of 910 shares — an estimated $23K sold.

Ropes Wealth Advisors first reported a position in GM in Q4 2015 and held it in 18 quarters. The position peaked at $291K in Q4 2017. 866 funds tracked by Wall St. Rank hold GM as of Q3 2020.

  • Ropes Wealth Advisors reported no remaining General Motors position as of Q3 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 910 General Motors shares in Q3 2020, an estimated $23K.
  • Ropes Wealth Advisors first reported a position in General Motors in Q4 2015 and held it in 18 quarters.
  • Ropes Wealth Advisors's General Motors position peaked at $291K in Q4 2017.
  • 866 funds tracked by Wall St. Rank held General Motors as of Q3 2020.

Based on Ropes Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.