Williams Jones Wealth Management’s General Motors GM Stock Holding History

Williams Jones 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
2023 Q2	–	Sell	-6,006	Closed	-$220K	–	546
2023 Q1	$220K	Sell	6,006 -1,846	-24%	-$69.8K	﹤0.01%	496
2022 Q4	$264K	Sell	7,852 -5,489	-41%	-$203K	﹤0.01%	464
2022 Q3	$428K	Sell	13,341 -48	-0.4%	-$1.76K	0.01%	376
2022 Q2	$425K	Sell	13,389 -6,238	-32%	-$234K	0.01%	391
2022 Q1	$858K	Sell	19,627 -29,137	-60%	-$1.45M	0.01%	279
2021 Q4	$2.86M	Sell	48,764 -4,223	-8%	-$247K	0.04%	172
2021 Q3	$2.79M	Sell	52,987 -14,163	-21%	-$753K	0.04%	172
2021 Q2	$3.97M	Buy	67,150 +4,820	+8%	+$283K	0.06%	156
2021 Q1	$3.58M	Buy	62,330 +28,919	+87%	+$1.54M	0.06%	156
2020 Q4	$1.39M	Buy	33,411 +15,361	+85%	+$597K	0.02%	209
2020 Q3	$534K	Buy	+18,050	New	+$507K	0.01%	259
2020 Q1	–	Sell	-37,670	Closed	-$1.38M	–	406
2019 Q4	$1.38M	Sell	37,670 -2,720	-7%	-$98.8K	0.03%	180
2019 Q3	$1.51M	Buy	+40,390	New	+$1.55M	0.03%	173

Other funds holding GM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Williams Jones Wealth Management's GM Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of General Motors (GM) in Q2 2023, closing a stake of 6,006 shares — an estimated $220K sold.

Williams Jones Wealth Management first reported a position in GM in Q3 2019 and held it in 13 quarters. The position peaked at $3.97M in Q2 2021. 1,244 funds tracked by Wall St. Rank hold GM as of Q2 2023.

Williams Jones Wealth Management reported no remaining General Motors position as of Q2 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 6,006 General Motors shares in Q2 2023, an estimated $220K.
Williams Jones Wealth Management first reported a position in General Motors in Q3 2019 and held it in 13 quarters.
Williams Jones Wealth Management's General Motors position peaked at $3.97M in Q2 2021.
1,244 funds tracked by Wall St. Rank held General Motors as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.