YorkBridge Wealth Partners’s General Motors GM Stock Holding History

YorkBridge Wealth 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 Q4	$483K	Buy	14,353 +3,570	+33%	+$132K	0.12%	129
2022 Q3	$346K	Buy	+10,783	New	+$396K	0.09%	167
2019 Q4	–	Sell	-7,118	Closed	-$267K	–	185
2019 Q3	$267K	Sell	7,118 -633	-8%	-$24.3K	0.13%	144
2019 Q2	$299K	Buy	7,751 +2,256	+41%	+$84.6K	0.13%	141
2019 Q1	$204K	Buy	5,495 +23	+0.4%	+$874	0.09%	160
2018 Q4	$183K	Sell	5,472 -144	-3%	-$4.97K	0.1%	156
2018 Q3	$192K	Buy	5,616 +186	+3%	+$6.85K	0.09%	172
2018 Q2	$214K	Buy	5,430 +651	+14%	+$25.6K	0.09%	170
2018 Q1	$186K	Buy	4,779 +575	+14%	+$23.3K	0.09%	185
2017 Q4	$166K	Buy	4,204 +1,582	+60%	+$68.6K	0.08%	198
2017 Q3	$106K	Sell	2,622 -216	-8%	-$7.89K	0.06%	269
2017 Q2	$101K	Buy	2,838 +860	+43%	+$29.2K	0.05%	270
2017 Q1	$66K	Buy	1,978 +1,841	+1,344%	+$67.3K	0.03%	335
2016 Q4	$5K	Buy	+137	New	+$4.61K	﹤0.01%	679

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

Capital Research Global Investors

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

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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 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