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UBP Investment Advisors’s General Motors GM Stock Holding History

UBP Investment Advisors’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
2022
Q1 		– Sell
-3,700
Closed -$220K – 103
2021
Q4 		$220K Buy
+3,700
New +$216K 0.08% 97
2021
Q3 		– Sell
-3,700
Closed -$220K – 106
2021
Q2 		$220K Hold
3,700
– – 0.08% 106
2021
Q1 		$210K Buy
+3,700
New +$196K 0.09% 105

Other funds holding GM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBP Investment Advisors's GM Position: Q1 2022 in Review

UBP Investment Advisors sold out of General Motors (GM) in Q1 2022, closing a stake of 3,700 shares — an estimated $220K sold.

UBP Investment Advisors first reported a position in GM in Q1 2021 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold GM as of Q1 2022.

  • UBP Investment Advisors reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 3,700 General Motors shares in Q1 2022, an estimated $220K.
  • UBP Investment Advisors first reported a position in General Motors in Q1 2021 and held it in 3 quarters.
  • UBP Investment Advisors's General Motors position peaked at $220K in Q4 2021.
  • 1,341 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on UBP Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.