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Taylor & Morgan Wealth Management’s General Motors GM Stock Holding History

Taylor & Morgan 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
Q1 		– Sell
-35,383
Closed -$1.19M – 67
2022
Q4 		$1.19M Sell
35,383
-1,369
-4% -$50.6K 1.12% 18
2022
Q3 		$1.18M Sell
36,752
-2,846
-7% -$104K 1.17% 17
2022
Q2 		$1.26M Buy
39,598
+1,502
+4% +$56.3K 1.19% 18
2022
Q1 		$1.67M Buy
38,096
+11,658
+44% +$582K 1.36% 18
2021
Q4 		$1.55M Buy
+26,438
New +$1.54M 1.25% 20

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor & Morgan Wealth Management's GM Position: Q1 2023 in Review

Taylor & Morgan Wealth Management sold out of General Motors (GM) in Q1 2023, closing a stake of 35,383 shares — an estimated $1.19M sold.

Taylor & Morgan Wealth Management first reported a position in GM in Q4 2021 and held it in 5 quarters. The position peaked at $1.67M in Q1 2022. 1,236 funds tracked by Wall St. Rank hold GM as of Q1 2023.

  • Taylor & Morgan Wealth Management reported no remaining General Motors position as of Q1 2023 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 35,383 General Motors shares in Q1 2023, an estimated $1.19M.
  • Taylor & Morgan Wealth Management first reported a position in General Motors in Q4 2021 and held it in 5 quarters.
  • Taylor & Morgan Wealth Management's General Motors position peaked at $1.67M in Q1 2022.
  • 1,236 funds tracked by Wall St. Rank held General Motors as of Q1 2023.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2023, filed 6 Apr 2023.