Capital Advisory Group Advisory Services’s GE Aerospace GE Stock Holding History

Capital Advisory Group Advisory 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	-39	Closed	-$2K	–	309
2022 Q1	$2K	Buy	+39	New	+$2.33K	﹤0.01%	471
2021 Q4	–	Sell	-318	Closed	-$20K	–	282
2021 Q3	$20K	Sell	318 -2	-0.6%	-$129	0.01%	331
2021 Q2	$21K	Hold	320	–	–	0.01%	328
2021 Q1	$21K	Hold	320	–	–	0.01%	311
2020 Q4	$17K	Hold	320	–	–	0.01%	320
2020 Q3	$10K	Sell	320 -383	-54%	-$12.4K	0.01%	316
2020 Q2	$24K	Buy	703 +1	+0.1%	+$34	0.01%	236
2020 Q1	$27K	Buy	+702	New	+$37.4K	0.03%	142
2019 Q4	–	Sell	-368	Closed	-$17K	–	280
2019 Q3	$17K	Hold	368	–	–	0.01%	223
2019 Q2	$19K	Sell	368 -40	-10%	-$1.97K	0.01%	223
2019 Q1	$21K	Buy	408 +26	+7%	+$1.22K	0.02%	204
2018 Q4	$14K	Sell	382 -145	-28%	-$6.55K	0.01%	217
2018 Q3	$29K	Sell	527 -152	-22%	-$9.37K	0.02%	169
2018 Q2	$43K	Sell	679 -1,055	-61%	-$70.4K	0.03%	140
2018 Q1	$111K	Buy	+1,734	New	+$128K	0.08%	101

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

Capital Advisory Group Advisory Services's GE Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 39 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in GE in Q1 2018 and held it in 15 quarters. The position peaked at $111K in Q1 2018. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 39 GE Aerospace shares in Q2 2022, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in GE Aerospace in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's GE Aerospace position peaked at $111K in Q1 2018.
1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.