Advocacy Wealth Management Services’s GE Aerospace GE Stock Holding History

Advocacy Wealth Management Services’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8	Closed	–	–	160
2022 Q1	$0	Hold	8	–	–	﹤0.01%	202
2021 Q4	$0	Hold	8	–	–	﹤0.01%	189
2021 Q3	$1K	Sell	8 -121	-94%	-$7.78K	﹤0.01%	157
2021 Q2	$9K	Buy	+129	New	+$8.61K	﹤0.01%	140
2019 Q4	–	Sell	-60	Closed	-$3K	–	147
2019 Q3	$3K	Sell	60 -198	-77%	-$9.3K	﹤0.01%	139
2019 Q2	$14K	Buy	258 +60	+30%	+$2.95K	0.01%	117
2019 Q1	$10K	Sell	198 -29	-13%	-$1.36K	0.01%	107
2018 Q4	$8K	Hold	227	–	–	0.01%	127
2018 Q3	$12K	Hold	227	–	–	0.01%	118
2018 Q2	$15K	Hold	227	–	–	0.01%	103
2018 Q1	$15K	Hold	227	–	–	0.01%	109
2017 Q4	$19K	Sell	227 -269	-54%	-$25.7K	0.01%	112
2017 Q3	$57K	Sell	496 -94	-16%	-$11.4K	0.02%	59
2017 Q2	$76K	Sell	590 -1,098	-65%	-$151K	0.03%	58
2017 Q1	$241K	Buy	1,688 +215	+15%	+$31.1K	0.08%	35
2016 Q4	$223K	Sell	1,473 -215	-13%	-$31.2K	0.07%	35
2016 Q3	$240K	Hold	1,688	–	–	0.09%	49
2016 Q2	$255K	Sell	1,688 -250	-13%	-$36.5K	0.13%	58
2016 Q1	$295K	Sell	1,938 -200	-9%	-$28.2K	0.2%	66
2015 Q4	$319K	Buy	+2,138	New	+$304K	0.36%	63
2013 Q3	$172K	Buy	1,396 +835	+149%	+$95.8K	0.47%	43
2013 Q2	$62K	Buy	+561	New	+$62.1K	0.25%	79

Other funds holding GE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Advocacy Wealth Management Services's GE Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 8 shares.

Advocacy Wealth Management Services first reported a position in GE in Q2 2013 and held it in 22 quarters. The position peaked at $319K in Q4 2015. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Advocacy Wealth Management Services reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 8 GE Aerospace shares in Q2 2022.
Advocacy Wealth Management Services first reported a position in GE Aerospace in Q2 2013 and held it in 22 quarters.
Advocacy Wealth Management Services's GE Aerospace position peaked at $319K in Q4 2015.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.