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Westwood Wealth Management’s General Motors GM Stock Holding History

Westwood Wealth 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
2024
Q1 		– Sell
-9,265
Closed -$333K – 42
2023
Q4 		$333K Sell
9,265
-775
-8% -$24K 0.26% 30
2023
Q3 		$331K Hold
10,040
– – 0.22% 36
2023
Q2 		$387K Buy
10,040
+45
+0.5% +$1.56K 0.27% 33
2023
Q1 		$367K Sell
9,995
-1,400
-12% -$52.9K 0.33% 35
2022
Q4 		$383K Buy
11,395
+1,550
+16% +$57.3K 0.46% 31
2022
Q3 		$316K Sell
9,845
-550
-5% -$20.2K 0.28% 37
2022
Q2 		$330K Sell
10,395
-14,975
-59% -$562K 0.38% 32
2022
Q1 		$1.11K Sell
25,370
-26,490
-51% -$1.32M 0.43% 29
2021
Q4 		$3.04M Buy
+51,860
New +$3.03M 1.3% 18

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westwood Wealth Management's GM Position: Q1 2024 in Review

Westwood Wealth Management sold out of General Motors (GM) in Q1 2024, closing a stake of 9,265 shares — an estimated $333K sold.

Westwood Wealth Management first reported a position in GM in Q4 2021 and held it in 9 quarters. The position peaked at $3.04M in Q4 2021. 1,269 funds tracked by Wall St. Rank hold GM as of Q1 2024.

  • Westwood Wealth Management reported no remaining General Motors position as of Q1 2024 after selling out during the quarter.
  • Westwood Wealth Management sold 9,265 General Motors shares in Q1 2024, an estimated $333K.
  • Westwood Wealth Management first reported a position in General Motors in Q4 2021 and held it in 9 quarters.
  • Westwood Wealth Management's General Motors position peaked at $3.04M in Q4 2021.
  • 1,269 funds tracked by Wall St. Rank held General Motors as of Q1 2024.

Based on Westwood Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.