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Wealthcare Capital Management’s General Motors GM Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-629
Closed -$36K – 313
2021
Q1 		$36K Buy
+629
New +$33.4K ﹤0.01% 169
2020
Q1 		– Sell
-112
Closed -$4K – 418
2019
Q4 		$4K Buy
+112
New +$4.07K ﹤0.01% 297

Other funds holding GM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's GM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of General Motors (GM) in Q2 2021, closing a stake of 629 shares — an estimated $36K sold.

Wealthcare Capital Management first reported a position in GM in Q4 2019 and held it in 2 quarters. The position peaked at $36K in Q1 2021. 1,341 funds tracked by Wall St. Rank hold GM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining General Motors position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 629 General Motors shares in Q2 2021, an estimated $36K.
  • Wealthcare Capital Management first reported a position in General Motors in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's General Motors position peaked at $36K in Q1 2021.
  • 1,341 funds tracked by Wall St. Rank held General Motors as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.