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 $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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

YorkBridge Wealth Partners's GM Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its General Motors (GM) stake by 33% in Q4 2022, buying an estimated $132K and bringing the position to 14,353 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #129.

YorkBridge Wealth Partners first reported a position in GM in Q4 2016 and has held it in 14 quarters since. 1,236 funds tracked by Wall St. Rank hold GM as of Q4 2022.

YorkBridge Wealth Partners held 14,353 shares of General Motors worth $483K as of Q4 2022.
YorkBridge Wealth Partners bought 3,570 General Motors shares in Q4 2022, an estimated $132K.
General Motors made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #129 holding.
YorkBridge Wealth Partners first reported a position in General Motors in Q4 2016 and has held it in 14 quarters since.
1,236 funds tracked by Wall St. Rank held General Motors as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.