Wealth Advisors of Iowa’s General Motors GM Stock Holding History

Wealth Advisors of Iowa’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
2023 Q1	–	Sell	-6,065	Closed	-$204K	–	61
2022 Q4	$204K	Sell	6,065 -767	-11%	-$28.3K	0.17%	60
2022 Q3	$219K	Buy	6,832 +1,200	+21%	+$44K	0.2%	48
2022 Q2	$247K	Hold	5,632	–	–	0.04%	64
2022 Q1	$247K	Buy	5,632 +767	+16%	+$38.3K	0.12%	52
2021 Q4	$285K	Sell	4,865 -767	-14%	-$44.8K	0.16%	48
2021 Q3	$297K	Hold	5,632	–	–	0.16%	45
2021 Q2	$333K	Buy	5,632 +500	+10%	+$29.4K	0.17%	37
2021 Q1	$295K	Buy	+5,132	New	+$273K	0.16%	41

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Advisors of Iowa's GM Position: Q1 2023 in Review

Wealth Advisors of Iowa sold out of General Motors (GM) in Q1 2023, closing a stake of 6,065 shares — an estimated $204K sold.

Wealth Advisors of Iowa first reported a position in GM in Q1 2021 and held it in 8 quarters. The position peaked at $333K in Q2 2021. 1,237 funds tracked by Wall St. Rank hold GM as of Q1 2023.

Wealth Advisors of Iowa reported no remaining General Motors position as of Q1 2023 after selling out during the quarter.
Wealth Advisors of Iowa sold 6,065 General Motors shares in Q1 2023, an estimated $204K.
Wealth Advisors of Iowa first reported a position in General Motors in Q1 2021 and held it in 8 quarters.
Wealth Advisors of Iowa's General Motors position peaked at $333K in Q2 2021.
1,237 funds tracked by Wall St. Rank held General Motors as of Q1 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2023, filed 9 May 2023.