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Xcel Wealth Management’s General Motors GM Stock Holding History

Xcel 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
2022
Q2 		– Sell
-12,292
Closed -$538K – 132
2022
Q1 		$538K Sell
12,292
-1,050
-8% -$52.4K 0.15% 91
2021
Q4 		$782K Buy
13,342
+3,442
+35% +$201K 0.2% 83
2021
Q3 		$522K Buy
9,900
+4,250
+75% +$226K 0.15% 94
2021
Q2 		$334K Buy
+5,650
New +$332K 0.1% 115

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 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Xcel Wealth Management's GM Position: Q2 2022 in Review

Xcel Wealth Management sold out of General Motors (GM) in Q2 2022, closing a stake of 12,292 shares — an estimated $538K sold.

Xcel Wealth Management first reported a position in GM in Q2 2021 and held it in 4 quarters. The position peaked at $782K in Q4 2021. 1,216 funds tracked by Wall St. Rank hold GM as of Q2 2022.

  • Xcel Wealth Management reported no remaining General Motors position as of Q2 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 12,292 General Motors shares in Q2 2022, an estimated $538K.
  • Xcel Wealth Management first reported a position in General Motors in Q2 2021 and held it in 4 quarters.
  • Xcel Wealth Management's General Motors position peaked at $782K in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held General Motors as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.