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	–	353
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's GM Position: Q4 2022 in Review

Selective Wealth Management sold out of General Motors (GM) in Q4 2022, closing a stake of 2,385 shares — an estimated $77K sold.

Selective Wealth Management first reported a position in GM in Q3 2018 and held it in 14 quarters. The position peaked at $87K in Q1 2022. 1,236 funds tracked by Wall St. Rank hold GM as of Q4 2022.

Selective Wealth Management reported no remaining General Motors position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,385 General Motors shares in Q4 2022, an estimated $77K.
Selective Wealth Management first reported a position in General Motors in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's General Motors position peaked at $87K in Q1 2022.
1,236 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.