Beacon Pointe Wealth Advisors’s GE Aerospace GE Stock Holding History

Beacon Pointe 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
2019 Q4	$440K	Sell	7,928 -258	-3%	-$13.3K	0.08%	172
2019 Q3	$367K	Sell	8,186 -1,877	-19%	-$88.2K	0.08%	185
2019 Q2	$527K	Sell	10,063 -308	-3%	-$15.2K	0.11%	157
2019 Q1	$515K	Sell	10,371 -894	-8%	-$42.1K	0.12%	148
2018 Q4	$411K	Buy	+11,265	New	+$509K	0.15%	142

Other funds holding GE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

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

Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's GE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its GE Aerospace (GE) stake by 3.2% in Q4 2019, selling an estimated $13.3K and leaving 7,928 shares worth $440K. The position accounts for 0.08% of the portfolio, ranked #172.

Beacon Pointe Wealth Advisors first reported a position in GE in Q4 2018 and has held it in 5 quarters since. The position peaked at $527K in Q2 2019. 1,838 funds tracked by Wall St. Rank hold GE as of Q4 2019.

Beacon Pointe Wealth Advisors held 7,928 shares of GE Aerospace worth $440K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 258 GE Aerospace shares in Q4 2019, an estimated $13.3K.
GE Aerospace made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #172 holding.
Beacon Pointe Wealth Advisors first reported a position in GE Aerospace in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's GE Aerospace position peaked at $527K in Q2 2019.
1,838 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.