TrueWealth LLC’s General Motors GM Stock Holding History

TrueWealth LLC’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
2020 Q2	$8K	Buy	300 +250	+500%	+$6.08K	﹤0.01%	500
2020 Q1	$1K	Buy	+50	New	+$1.53K	﹤0.01%	689
2019 Q4	–	Sell	-3	Closed	–	–	743
2019 Q3	$0	Hold	3	–	–	﹤0.01%	710
2019 Q2	$0	Sell	3 -112	-97%	-$4.2K	﹤0.01%	736
2019 Q1	$4K	Buy	115 +109	+1,817%	+$4.14K	﹤0.01%	600
2018 Q4	$0	Sell	6 -19	-76%	-$656	﹤0.01%	756
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	771
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	780
2018 Q1	$1K	Sell	25 -3,724	-99%	-$151K	﹤0.01%	748
2017 Q4	$154K	Buy	+3,749	New	+$163K	0.07%	163

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TrueWealth LLC's GM Position: Q2 2020 in Review

TrueWealth LLC increased its General Motors (GM) stake by 500% in Q2 2020, buying an estimated $6.08K and bringing the position to 300 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

TrueWealth LLC first reported a position in GM in Q4 2017 and has held it in 10 quarters since. The position peaked at $154K in Q4 2017. 865 funds tracked by Wall St. Rank hold GM as of Q2 2020.

TrueWealth LLC held 300 shares of General Motors worth $8K as of Q2 2020.
TrueWealth LLC bought 250 General Motors shares in Q2 2020, an estimated $6.08K.
General Motors made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #500 holding.
TrueWealth LLC first reported a position in General Motors in Q4 2017 and has held it in 10 quarters since.
TrueWealth LLC's General Motors position peaked at $154K in Q4 2017.
865 funds tracked by Wall St. Rank held General Motors as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.