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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
2021
Q4 		– Sell
-11,200
Closed -$137K – 84
2021
Q3 		$137K Sell
11,200
-4,300
-28% -$229K 0.05% 73
2021
Q2 		$242K Sell
15,500
-3,000
-16% -$176K 0.09% 62
2021
Q1 		$318K Buy
18,500
+5,600
+43% +$297K 0.13% 52
2020
Q4 		$127K Buy
+12,900
New +$501K 0.06% 69

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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.