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Valley Wealth Managers’s General Motors GM Stock Holding History

Valley Wealth Managers’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 		– Sell
-91,327
Closed -$1.9M – 168
2020
Q1 		$1.9M Buy
91,327
+13,216
+17% +$404K 0.25% 80
2019
Q4 		$2.86M Buy
78,111
+11,995
+18% +$436K 0.29% 62
2019
Q3 		$2.48M Buy
66,116
+249
+0.4% +$9.58K 0.26% 65
2019
Q2 		$2.54M Buy
65,867
+10,953
+20% +$411K 0.27% 63
2019
Q1 		$2.04M Sell
54,914
-748
-1% -$28.4K 0.22% 72
2018
Q4 		$1.86M Buy
55,662
+12,073
+28% +$417K 0.24% 59
2018
Q3 		$1.47M Buy
43,589
+1,582
+4% +$58.3K 0.17% 82
2018
Q2 		$1.66M Sell
42,007
-3,230
-7% -$127K 0.2% 67
2018
Q1 		$1.64M Buy
45,237
+233
+0.5% +$9.45K 0.2% 73
2017
Q4 		$1.84M Sell
45,004
-1,605
-3% -$69.6K 0.22% 66
2017
Q3 		$1.88M Sell
46,609
-2,610
-5% -$95.3K 0.24% 58
2017
Q2 		$1.72M Sell
49,219
-4,315
-8% -$147K 0.23% 62
2017
Q1 		$1.89M Buy
53,534
+2,100
+4% +$76.8K 0.25% 61
2016
Q4 		$1.79M Sell
51,434
-835
-2% -$28.1K 0.26% 61
2016
Q3 		$1.66M Buy
52,269
+3,345
+7% +$104K 0.24% 61
2016
Q2 		$1.38M Buy
48,924
+9,342
+24% +$284K 0.21% 67
2016
Q1 		$1.24M Buy
39,582
+4,299
+12% +$129K 0.21% 59
2015
Q4 		$1.2M Sell
35,283
-518
-1% -$18K 0.22% 56
2015
Q3 		$1.07M Sell
35,801
-1,250
-3% -$38.3K 0.2% 62
2015
Q2 		$1.24M Sell
37,051
-825
-2% -$29.4K 0.21% 59
2015
Q1 		$1.42M Sell
37,876
-950
-2% -$34.5K 0.24% 53
2014
Q4 		$1.35M Buy
+38,826
New +$1.24M 0.24% 54

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 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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

Valley Wealth Managers's GM Position: Q2 2020 in Review

Valley Wealth Managers sold out of General Motors (GM) in Q2 2020, closing a stake of 91,327 shares — an estimated $1.9M sold.

Valley Wealth Managers first reported a position in GM in Q4 2014 and held it in 22 quarters. The position peaked at $2.86M in Q4 2019. 864 funds tracked by Wall St. Rank hold GM as of Q2 2020.

  • Valley Wealth Managers reported no remaining General Motors position as of Q2 2020 after selling out during the quarter.
  • Valley Wealth Managers sold 91,327 General Motors shares in Q2 2020, an estimated $1.9M.
  • Valley Wealth Managers first reported a position in General Motors in Q4 2014 and held it in 22 quarters.
  • Valley Wealth Managers's General Motors position peaked at $2.86M in Q4 2019.
  • 864 funds tracked by Wall St. Rank held General Motors as of Q2 2020.

Based on Valley Wealth Managers's 13F filing for Q2 2020, filed 28 Jul 2020.