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Spartan Planning & Wealth Management’s General Motors GM Stock Holding History

Spartan Planning & 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
2023
Q4 		$22.5K Buy
626
+616
+6,160% +$19.1K 0.02% 159
2023
Q3 		$330 Buy
+10
New +$355 ﹤0.01% 130
2022
Q4 		$202 Buy
+6
New +$222 ﹤0.01% 152

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spartan Planning & Wealth Management's GM Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its General Motors (GM) stake by 6,160% in Q4 2023, buying an estimated $19.1K and bringing the position to 626 shares worth $22.5K. The position accounts for 0.02% of the portfolio, ranked #159.

Spartan Planning & Wealth Management first reported a position in GM in Q4 2022 and has held it in 3 quarters since. 1,240 funds tracked by Wall St. Rank hold GM as of Q4 2023.

  • Spartan Planning & Wealth Management held 626 shares of General Motors worth $22.5K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 616 General Motors shares in Q4 2023, an estimated $19.1K.
  • General Motors made up 0.02% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #159 holding.
  • Spartan Planning & Wealth Management first reported a position in General Motors in Q4 2022 and has held it in 3 quarters since.
  • 1,240 funds tracked by Wall St. Rank held General Motors as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.