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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 – 339
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

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 $3.37T AUM 44.26% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's GM Position: Q2 2024 in Review

TFO Wealth Partners sold out of General Motors (GM) in Q2 2024, closing a stake of 15 shares — an estimated $680 sold.

TFO Wealth Partners first reported a position in GM in Q1 2021 and held it in 7 quarters. The position peaked at $9K in Q1 2021. 1,305 funds tracked by Wall St. Rank hold GM as of Q2 2024.

  • TFO Wealth Partners reported no remaining General Motors position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 15 General Motors shares in Q2 2024, an estimated $680.
  • TFO Wealth Partners first reported a position in General Motors in Q1 2021 and held it in 7 quarters.
  • TFO Wealth Partners's General Motors position peaked at $9K in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held General Motors as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.