Wealth Advisors’s General Motors GM Stock Holding History

Wealth 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
2023 Q3	$206K	Sell	6,247 -753	-11%	-$26.8K	0.09%	65
2023 Q2	$283K	Sell	7,000 -1,828	-21%	-$63.2K	0.12%	54
2023 Q1	$313K	Sell	8,828 -1,052	-11%	-$39.8K	0.15%	48
2022 Q4	$332K	Sell	9,880 -1,387	-12%	-$51.3K	0.18%	43
2022 Q3	$362K	Sell	11,267 -1,256	-10%	-$46.1K	0.18%	44
2022 Q2	$398K	Buy	12,523 +400	+3%	+$15K	0.19%	43
2022 Q1	$530K	Buy	12,123 +4,653	+62%	+$232K	0.19%	43
2021 Q4	$438K	Buy	7,470 +380	+5%	+$22.2K	0.15%	45
2021 Q3	$383K	Buy	7,090 +340	+5%	+$18.1K	0.15%	47
2021 Q2	$375K	Buy	6,750 +3,060	+83%	+$180K	0.14%	48
2021 Q1	$206K	Buy	3,690 +1,390	+60%	+$73.8K	0.08%	71
2020 Q4	$96K	Buy	+2,300	New	+$89.4K	0.04%	70

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Wealth Advisors's GM Position: Q3 2023 in Review

Wealth Advisors reduced its General Motors (GM) stake by 11% in Q3 2023, selling an estimated $26.8K and leaving 6,247 shares worth $206K. The position accounts for 0.09% of the portfolio, ranked #65.

Wealth Advisors first reported a position in GM in Q4 2020 and has held it in 12 quarters since. The position peaked at $530K in Q1 2022. 1,177 funds tracked by Wall St. Rank hold GM as of Q3 2023.

Wealth Advisors held 6,247 shares of General Motors worth $206K as of Q3 2023.
Wealth Advisors sold 753 General Motors shares in Q3 2023, an estimated $26.8K.
General Motors made up 0.09% of Wealth Advisors's portfolio in Q3 2023, its #65 holding.
Wealth Advisors first reported a position in General Motors in Q4 2020 and has held it in 12 quarters since.
Wealth Advisors's General Motors position peaked at $530K in Q1 2022.
1,177 funds tracked by Wall St. Rank held General Motors as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.