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Sound View Wealth Advisors Group’s General Motors GM Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		– Sell
-3,447
Closed -$202K – 294
2021
Q4 		$202K Buy
+3,447
New +$201K 0.04% 283
2021
Q3 		– Sell
-3,576
Closed -$212K – 289
2021
Q2 		$212K Sell
3,576
-45
-1% -$2.65K 0.04% 270
2021
Q1 		$208K Buy
+3,621
New +$192K 0.05% 256

Other funds holding GM

BlackRock
BlackRock New York $5.72T 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sound View Wealth Advisors Group's GM Position: Q1 2022 in Review

Sound View Wealth Advisors Group sold out of General Motors (GM) in Q1 2022, closing a stake of 3,447 shares — an estimated $202K sold.

Sound View Wealth Advisors Group first reported a position in GM in Q1 2021 and held it in 3 quarters. The position peaked at $212K in Q2 2021. 1,341 funds tracked by Wall St. Rank hold GM as of Q1 2022.

  • Sound View Wealth Advisors Group reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,447 General Motors shares in Q1 2022, an estimated $202K.
  • Sound View Wealth Advisors Group first reported a position in General Motors in Q1 2021 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's General Motors position peaked at $212K in Q2 2021.
  • 1,341 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2022, filed 11 May 2022.