Truvvo Partners’s General Motors GM Stock Holding History

Truvvo 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
2020 Q3	–	Sell	-9,686	Closed	-$245K	–	44
2020 Q2	$245K	Buy	+9,686	New	+$236K	0.19%	37
2020 Q1	–	Sell	-9,539	Closed	-$349K	–	44
2019 Q4	$349K	Sell	9,539 -5,125	-35%	-$186K	0.19%	32
2019 Q3	$550K	Hold	14,664	–	–	0.31%	28
2019 Q2	$565K	Buy	+14,664	New	+$550K	0.31%	29
2019 Q1	–	Sell	-14,664	Closed	-$491K	–	26
2018 Q4	$491K	Sell	14,664 -1,471	-9%	-$50.8K	0.35%	26
2018 Q3	$543K	Hold	16,135	–	–	0.34%	30
2018 Q2	$635K	Sell	16,135 -26,565	-62%	-$1.05M	0.42%	30
2018 Q1	$1.55M	Hold	42,700	–	–	0.57%	42
2017 Q4	$1.75M	Hold	42,700	–	–	0.59%	41
2017 Q3	$1.72M	Hold	42,700	–	–	0.57%	42
2017 Q2	$1.49M	Buy	+42,700	New	+$1.45M	0.54%	45
2017 Q1	–	Sell	-22,308	Closed	-$777	–	121
2016 Q4	$777	Hold	22,308	–	–	0.27%	63
2016 Q3	$709K	Buy	+22,308	New	+$697K	0.32%	68

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truvvo Partners's GM Position: Q3 2020 in Review

Truvvo Partners sold out of General Motors (GM) in Q3 2020, closing a stake of 9,686 shares — an estimated $245K sold.

Truvvo Partners first reported a position in GM in Q3 2016 and held it in 13 quarters. The position peaked at $1.75M in Q4 2017. 865 funds tracked by Wall St. Rank hold GM as of Q3 2020.

Truvvo Partners reported no remaining General Motors position as of Q3 2020 after selling out during the quarter.
Truvvo Partners sold 9,686 General Motors shares in Q3 2020, an estimated $245K.
Truvvo Partners first reported a position in General Motors in Q3 2016 and held it in 13 quarters.
Truvvo Partners's General Motors position peaked at $1.75M in Q4 2017.
865 funds tracked by Wall St. Rank held General Motors as of Q3 2020.

Based on Truvvo Partners's 13F filing for Q3 2020, filed 16 Nov 2020.