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WealthSource Partners’s General Motors GM Stock Holding History

WealthSource Partners’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
2022
Q1 		– Sell
-4,445
Closed -$261K – 588
2021
Q4 		$261K Sell
4,445
-1,833
-29% -$107K 0.02% 470
2021
Q3 		$331K Buy
6,278
+745
+13% +$39.6K 0.03% 372
2021
Q2 		$327K Buy
+5,533
New +$325K 0.03% 342
2019
Q4 		– Sell
-16,140
Closed -$605K – 430
2019
Q3 		$605K Sell
16,140
-705
-4% -$27.1K 0.09% 208
2019
Q2 		$649K Buy
+16,845
New +$632K 0.1% 188

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthSource Partners's GM Position: Q1 2022 in Review

WealthSource Partners sold out of General Motors (GM) in Q1 2022, closing a stake of 4,445 shares — an estimated $261K sold.

WealthSource Partners first reported a position in GM in Q2 2019 and held it in 5 quarters. The position peaked at $649K in Q2 2019. 1,341 funds tracked by Wall St. Rank hold GM as of Q1 2022.

  • WealthSource Partners reported no remaining General Motors position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 4,445 General Motors shares in Q1 2022, an estimated $261K.
  • WealthSource Partners first reported a position in General Motors in Q2 2019 and held it in 5 quarters.
  • WealthSource Partners's General Motors position peaked at $649K in Q2 2019.
  • 1,341 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.