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

Sound View 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
2019
Q1 		$203K Sell
5,464
-1,403
-20% -$53.3K 0.06% 240
2018
Q4 		$230K Buy
+6,867
New +$237K 0.08% 207

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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

Sound View Wealth Advisors's GM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its General Motors (GM) stake by 20% in Q1 2019, selling an estimated $53.3K and leaving 5,464 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #240.

Sound View Wealth Advisors first reported a position in GM in Q4 2018 and has held it in 2 quarters since. The position peaked at $230K in Q4 2018. 1,040 funds tracked by Wall St. Rank hold GM as of Q1 2019.

  • Sound View Wealth Advisors held 5,464 shares of General Motors worth $203K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,403 General Motors shares in Q1 2019, an estimated $53.3K.
  • General Motors made up 0.06% of Sound View Wealth Advisors's portfolio in Q1 2019, its #240 holding.
  • Sound View Wealth Advisors first reported a position in General Motors in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's General Motors position peaked at $230K in Q4 2018.
  • 1,040 funds tracked by Wall St. Rank held General Motors as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.