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Wealthspire Advisors (Maryland)’s General Motors GM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-12,043
Closed -$305K – 517
2020
Q2 		$305K Sell
12,043
-1,275
-10% -$31K 0.02% 338
2020
Q1 		$277K Sell
13,318
-7,701
-37% -$235K 0.02% 317
2019
Q4 		$769K Buy
21,019
+390
+2% +$14.2K 0.05% 214
2019
Q3 		$773K Buy
20,629
+7,541
+58% +$290K 0.06% 183
2019
Q2 		$504K Buy
13,088
+244
+2% +$9.15K 0.04% 253
2019
Q1 		$477K Buy
12,844
+3,673
+40% +$140K 0.04% 259
2018
Q4 		$307K Buy
9,171
+651
+8% +$22.5K 0.03% 317
2018
Q3 		$287K Sell
8,520
-967
-10% -$35.6K 0.02% 377
2018
Q2 		$374K Sell
9,487
-123
-1% -$4.84K 0.03% 303
2018
Q1 		$349K Sell
9,610
-2,815
-23% -$114K 0.03% 323
2017
Q4 		$509K Sell
12,425
-517
-4% -$22.4K 0.05% 249
2017
Q3 		$523K Buy
12,942
+1,351
+12% +$49.4K 0.06% 231
2017
Q2 		$405K Sell
11,591
-3,907
-25% -$133K 0.05% 271
2017
Q1 		$548K Sell
15,498
-698
-4% -$25.5K 0.08% 165
2016
Q4 		$564K Sell
16,196
-1,484
-8% -$49.9K 0.08% 156
2016
Q3 		$562K Buy
17,680
+7,238
+69% +$226K 0.09% 155
2016
Q2 		$296K Sell
10,442
-1,189
-10% -$36.1K 0.05% 256
2016
Q1 		$366K Buy
11,631
+2,522
+28% +$75.9K 0.06% 208
2015
Q4 		$310K Buy
+9,109
New +$316K 0.06% 251

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 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of General Motors (GM) in Q3 2020, closing a stake of 12,043 shares — an estimated $305K sold.

Wealthspire Advisors (Maryland) first reported a position in GM in Q4 2015 and held it in 19 quarters. The position peaked at $773K in Q3 2019. 865 funds tracked by Wall St. Rank hold GM as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining General Motors position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,043 General Motors shares in Q3 2020, an estimated $305K.
  • Wealthspire Advisors (Maryland) first reported a position in General Motors in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s General Motors position peaked at $773K in Q3 2019.
  • 865 funds tracked by Wall St. Rank held General Motors as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.