RWA
GM icon

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 $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return