BDO Wealth Advisors’s GE Aerospace GE Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$298K	Buy	3,399 +745	+28%	+$60.3K	0.03%	220
2023 Q1	$202K	Sell	2,654 -800	-23%	-$53.5K	0.02%	250
2022 Q4	$180K	Sell	3,454 -467	-12%	-$23K	0.02%	270
2022 Q3	$151K	Sell	3,921 -60	-2%	-$2.64K	0.02%	279
2022 Q2	$158K	Sell	3,981 -805	-17%	-$39K	0.02%	276
2022 Q1	$273K	Sell	4,786 -5,052	-51%	-$301K	0.03%	229
2021 Q4	$579K	Sell	9,838 -3,991	-29%	-$251K	0.06%	172
2021 Q3	$888K	Sell	13,829 -4,154	-23%	-$267K	0.1%	140
2021 Q2	$1.21M	Sell	17,983 -3,090	-15%	-$206K	0.13%	119
2021 Q1	$1.38M	Buy	21,073 +13,136	+166%	+$796K	0.16%	105
2020 Q4	$427K	Sell	7,937 -903	-10%	-$40.5K	0.06%	158
2020 Q3	$274K	Sell	8,840 -20	-0.2%	-$650	0.04%	189
2020 Q2	$302K	Sell	8,860 -189	-2%	-$6.37K	0.05%	176
2020 Q1	$358K	Buy	9,049 +5,493	+154%	+$293K	0.07%	145
2019 Q4	$198K	Sell	3,556 -464	-12%	-$24K	0.05%	192
2019 Q3	$179K	Hold	4,020	–	–	0.05%	205
2019 Q2	$210K	Buy	4,020 +3,265	+432%	+$161K	0.06%	189
2019 Q1	$38K	Sell	755 -823	-52%	-$38.7K	0.01%	312
2018 Q4	$57K	Sell	1,578 -21,303	-93%	-$962K	0.02%	251
2018 Q3	$1.24M	Sell	22,881 -120	-0.5%	-$7.4K	0.4%	53
2018 Q2	$1.5M	Buy	23,001 +21,828	+1,861%	+$1.46M	0.51%	38
2018 Q1	$76K	Buy	1,173 +637	+119%	+$47.2K	0.03%	204
2017 Q4	$45K	Sell	536 -173	-24%	-$16.5K	0.02%	223
2017 Q3	$82K	Sell	709 -4,567	-87%	-$552K	0.04%	148
2017 Q2	$683K	Buy	+5,276	New	+$723K	0.3%	61

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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

BDO Wealth Advisors's GE Position: Q2 2023 in Review

BDO Wealth Advisors increased its GE Aerospace (GE) stake by 28% in Q2 2023, buying an estimated $60.3K and bringing the position to 3,399 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #220.

BDO Wealth Advisors first reported a position in GE in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.5M in Q2 2018. 1,737 funds tracked by Wall St. Rank hold GE as of Q2 2023.

BDO Wealth Advisors held 3,399 shares of GE Aerospace worth $298K as of Q2 2023.
BDO Wealth Advisors bought 745 GE Aerospace shares in Q2 2023, an estimated $60.3K.
GE Aerospace made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #220 holding.
BDO Wealth Advisors first reported a position in GE Aerospace in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's GE Aerospace position peaked at $1.5M in Q2 2018.
1,737 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.