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Wealthstreet Investment Advisors’s General Motors GM Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$9K Hold
200
– – 0.24% 58
2021
Q4 		$12K Hold
200
– – 0.3% 52
2021
Q3 		$11K Sell
200
-600
-75% -$31.9K 0.3% 51
2021
Q2 		$47K Sell
800
-52,107
-98% -$3.06M 0.24% 59
2021
Q1 		$3.04M Buy
52,907
+9,768
+23% +$519K 0.3% 78
2020
Q4 		$1.8M Sell
43,139
-2,498
-5% -$97.1K 0.18% 122
2020
Q3 		$1.35M Buy
45,637
+5,900
+15% +$166K 0.15% 133
2020
Q2 		$1M Sell
39,737
-3,117
-7% -$75.8K 0.12% 145
2020
Q1 		$890K Sell
42,854
-7,790
-15% -$238K 0.13% 138
2019
Q4 		$1.85M Sell
50,644
-160
-0.3% -$5.81K 0.22% 105
2019
Q3 		$1.94M Sell
50,804
-6,952
-12% -$267K 0.25% 94
2019
Q2 		$2.23M Sell
57,756
-980
-2% -$36.7K 0.29% 85
2019
Q1 		$2.18M Buy
58,736
+1,517
+3% +$57.6K 0.29% 86
2018
Q4 		$2.2M Sell
57,219
-10,620
-16% -$366K 0.31% 78
2018
Q3 		$2.28M Sell
67,839
-900
-1% -$33.2K 0.28% 82
2018
Q2 		$2.71M Buy
68,739
+600
+0.9% +$23.6K 0.36% 71
2018
Q1 		$2.48M Buy
68,139
+800
+1% +$32.4K 0.31% 80
2017
Q4 		$2.76M Buy
+67,339
New +$2.92M 0.33% 74

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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealthstreet Investment Advisors's GM Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its General Motors (GM) position steady in Q1 2022 at 200 shares worth $9K. The position accounts for 0.24% of the portfolio, ranked #58.

Wealthstreet Investment Advisors first reported a position in GM in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.04M in Q1 2021. 1,339 funds tracked by Wall St. Rank hold GM as of Q1 2022.

  • Wealthstreet Investment Advisors held 200 shares of General Motors worth $9K as of Q1 2022.
  • Wealthstreet Investment Advisors left its General Motors share count unchanged in Q1 2022.
  • General Motors made up 0.24% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #58 holding.
  • Wealthstreet Investment Advisors first reported a position in General Motors in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's General Motors position peaked at $3.04M in Q1 2021.
  • 1,339 funds tracked by Wall St. Rank held General Motors as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.