WMS Partners’s General Motors GM Stock Holding History

WMS 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 Q2	–	Sell	-13,114	Closed	-$574K	–	270
2022 Q1	$574K	Buy	13,114 +4,492	+52%	+$224K	0.08%	128
2021 Q4	$506K	Hold	8,622	–	–	0.11%	117
2021 Q3	$454K	Buy	8,622 +16	+0.2%	+$850	0.07%	155
2021 Q2	$509K	Sell	8,606 -130	-1%	-$7.64K	0.08%	139
2021 Q1	$502K	Sell	8,736 -1,350	-13%	-$71.7K	0.11%	124
2020 Q4	$420K	Sell	10,086 -126	-1%	-$4.9K	0.07%	149
2020 Q3	$302K	Hold	10,212	–	–	0.06%	172
2020 Q2	$258K	Sell	10,212 -902	-8%	-$21.9K	0.05%	178
2020 Q1	$231K	Hold	11,114	–	–	0.06%	166
2019 Q4	$407K	Sell	11,114 -1,511	-12%	-$54.9K	0.09%	149
2019 Q3	$473K	Buy	12,625 +1,816	+17%	+$69.8K	0.11%	123
2019 Q2	$416K	Buy	+10,809	New	+$405K	0.1%	129
2016 Q1	–	Sell	-6,787	Closed	-$231K	–	203
2015 Q4	$231K	Hold	6,787	–	–	0.03%	184
2015 Q3	$204K	Buy	+6,787	New	+$208K	0.03%	193
2015 Q2	–	Sell	-5,467	Closed	-$205K	–	285
2015 Q1	$205K	Buy	+5,467	New	+$199K	0.03%	259

Other funds holding GM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WMS Partners's GM Position: Q2 2022 in Review

WMS Partners sold out of General Motors (GM) in Q2 2022, closing a stake of 13,114 shares — an estimated $574K sold.

WMS Partners first reported a position in GM in Q1 2015 and held it in 15 quarters. The position peaked at $574K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold GM as of Q2 2022.

WMS Partners reported no remaining General Motors position as of Q2 2022 after selling out during the quarter.
WMS Partners sold 13,114 General Motors shares in Q2 2022, an estimated $574K.
WMS Partners first reported a position in General Motors in Q1 2015 and held it in 15 quarters.
WMS Partners's General Motors position peaked at $574K in Q1 2022.
1,216 funds tracked by Wall St. Rank held General Motors as of Q2 2022.

Based on WMS Partners's 13F filing for Q2 2022, filed 5 Aug 2022.