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Schwarz Dygos Wheeler Investment Advisors’s General Motors GM Stock Holding History

Schwarz Dygos Wheeler 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
2019
Q3 		– Sell
-7,912
Closed -$305K – 87
2019
Q2 		$305K Buy
7,912
+1,252
+19% +$46.9K 0.25% 62
2019
Q1 		$247K Sell
6,660
-616
-8% -$23.4K 0.21% 65
2018
Q4 		$243K Buy
+7,276
New +$251K 0.26% 58

Other funds holding GM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GM Position: Q3 2019 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of General Motors (GM) in Q3 2019, closing a stake of 7,912 shares — an estimated $305K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GM in Q4 2018 and held it in 3 quarters. The position peaked at $305K in Q2 2019. 1,018 funds tracked by Wall St. Rank hold GM as of Q3 2019.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining General Motors position as of Q3 2019 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 7,912 General Motors shares in Q3 2019, an estimated $305K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in General Motors in Q4 2018 and held it in 3 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's General Motors position peaked at $305K in Q2 2019.
  • 1,018 funds tracked by Wall St. Rank held General Motors as of Q3 2019.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.