SWM
GM icon

Selective Wealth Management’s General Motors GM Stock Holding History

Selective 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
2022
Q4 		– Sell
-2,385
Closed -$77K – 354
2022
Q3 		$77K Sell
2,385
-295
-11% -$10.8K 0.03% 241
2022
Q2 		$85K Buy
2,680
+700
+35% +$26.3K 0.03% 245
2022
Q1 		$87K Buy
1,980
+1,050
+113% +$52.4K 0.03% 225
2021
Q4 		$55K Hold
930
– – 0.02% 261
2021
Q3 		$49K Hold
930
– – 0.03% 254
2021
Q2 		$55K Sell
930
-520
-36% -$30.6K 0.04% 180
2021
Q1 		$83K Sell
1,450
-70
-5% -$3.72K 0.08% 92
2020
Q4 		$63K Buy
1,520
+215
+16% +$8.36K 0.04% 99
2020
Q3 		$39K Sell
1,305
-881
-40% -$24.8K 0.03% 109
2020
Q2 		$55K Buy
2,186
+2,042
+1,418% +$49.7K 0.05% 99
2020
Q1 		$3K Hold
144
– – 0.01% 245
2019
Q4 		$5K Sell
144
-135
-48% -$4.91K 0.01% 219
2019
Q3 		$10K Buy
+279
New +$10.7K 0.01% 166
2018
Q3 		$5K Buy
+144
New +$5.3K 0.06% 111

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 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
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return