TWM
GM icon

TLW Wealth Management’s General Motors GM Stock Holding History

TLW 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
2019
Q4 		– Sell
-145,327
Closed -$5.45M – 29
2019
Q3 		$5.45M Buy
145,327
+2,193
+2% +$84.3K 5.11% 10
2019
Q2 		$5.51M Sell
143,134
-1,250
-0.9% -$46.9K 5.37% 8
2019
Q1 		$5.36M Buy
+144,384
New +$5.48M 5.71% 7

Other funds holding GM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TLW Wealth Management's GM Position: Q4 2019 in Review

TLW Wealth Management sold out of General Motors (GM) in Q4 2019, closing a stake of 145,327 shares — an estimated $5.45M sold.

TLW Wealth Management first reported a position in GM in Q1 2019 and held it in 3 quarters. The position peaked at $5.51M in Q2 2019. 1,053 funds tracked by Wall St. Rank hold GM as of Q4 2019.

  • TLW Wealth Management reported no remaining General Motors position as of Q4 2019 after selling out during the quarter.
  • TLW Wealth Management sold 145,327 General Motors shares in Q4 2019, an estimated $5.45M.
  • TLW Wealth Management first reported a position in General Motors in Q1 2019 and held it in 3 quarters.
  • TLW Wealth Management's General Motors position peaked at $5.51M in Q2 2019.
  • 1,053 funds tracked by Wall St. Rank held General Motors as of Q4 2019.

Based on TLW Wealth Management's 13F filing for Q4 2019, filed 31 Jan 2020.