SWM
GM icon

SVA Wealth Management’s General Motors GM Stock Holding History

SVA 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
2018
Q2 		– Sell
-6,449
Closed -$260K – 220
2018
Q1 		$260K Buy
6,449
+200
+3% +$8.11K 0.03% 189
2017
Q4 		$256K Sell
6,249
-200
-3% -$8.68K 0.03% 188
2017
Q3 		$260K Buy
+6,449
New +$236K 0.03% 189
2016
Q4 		– Sell
-7,794
Closed -$248K – 202
2016
Q3 		$248K Sell
7,794
-616
-7% -$19.2K 0.04% 180
2016
Q2 		$238K Hold
8,410
– – 0.04% 180
2016
Q1 		$264K Sell
8,410
-9,450
-53% -$284K 0.04% 174
2015
Q4 		$607K Sell
17,860
-411
-2% -$14.3K 0.11% 142
2015
Q3 		$548K Buy
18,271
+526
+3% +$16.1K 0.1% 141
2015
Q2 		$591K Hold
17,745
– – 0.11% 146
2015
Q1 		$665K Buy
+17,745
New +$645K 0.12% 142

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return