Atlas Private Wealth Management’s GE Aerospace GE Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-340	Closed	-$22K	–	212
2021 Q1	$22K	Sell	340 -192	-36%	-$11.6K	0.01%	251
2020 Q4	$29K	Sell	532 -9	-2%	-$403	0.02%	237
2020 Q3	$17K	Sell	541 -5,526	-91%	-$180K	0.01%	269
2020 Q2	$207K	Sell	6,067 -239	-4%	-$8.06K	0.17%	108
2020 Q1	$250K	Buy	6,306 +7	+0.1%	+$373	0.23%	93
2019 Q4	$350K	Buy	+6,299	New	+$325K	0.27%	93

Other funds holding GE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's GE Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 340 shares — an estimated $22K sold.

Atlas Private Wealth Management first reported a position in GE in Q4 2019 and held it in 6 quarters. The position peaked at $350K in Q4 2019. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

Atlas Private Wealth Management reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 340 GE Aerospace shares in Q2 2021, an estimated $22K.
Atlas Private Wealth Management first reported a position in GE Aerospace in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's GE Aerospace position peaked at $350K in Q4 2019.
1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.