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TFO Wealth Partners’s General Motors GM Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-15
Closed -$680 – 340
2024
Q1 		$680 Hold
15
– – ﹤0.01% 210
2023
Q4 		$539 Sell
15
-6
-29% -$186 ﹤0.01% 314
2023
Q3 		$810 Buy
21
+6
+40% +$213 ﹤0.01% 328
2023
Q2 		$578 Hold
15
– – ﹤0.01% 260
2023
Q1 		$550 Buy
15
+6
+67% +$227 ﹤0.01% 231
2022
Q4 		$384 Buy
+9
New +$333 ﹤0.01% 519
2021
Q2 		– Sell
-165
Closed -$9K – 130
2021
Q1 		$9K Buy
+165
New +$8.76K ﹤0.01% 134

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Harris Associates
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Arrowstreet Capital
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Franklin Resources
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return