Clarus Wealth Advisors’s GE Aerospace GE Stock Holding History

Clarus 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 Q3	–	Sell	-1,879	Closed	-$98K	–	297
2019 Q2	$98K	Sell	1,879 -193	-9%	-$9.5K	0.07%	197
2019 Q1	$103K	Buy	2,072 +1,294	+166%	+$60.9K	0.08%	187
2018 Q4	$28K	Buy	778 +125	+19%	+$5.64K	0.04%	346
2018 Q3	$35K	Buy	653 +2	+0.3%	+$123	0.02%	347
2018 Q2	$42K	Buy	+651	New	+$43.4K	0.03%	311

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Clarus Wealth Advisors's GE Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of GE Aerospace (GE) in Q3 2019, closing a stake of 1,879 shares — an estimated $98K sold.

Clarus Wealth Advisors first reported a position in GE in Q2 2018 and held it in 5 quarters. The position peaked at $103K in Q1 2019. 1,759 funds tracked by Wall St. Rank hold GE as of Q3 2019.

Clarus Wealth Advisors reported no remaining GE Aerospace position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,879 GE Aerospace shares in Q3 2019, an estimated $98K.
Clarus Wealth Advisors first reported a position in GE Aerospace in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's GE Aerospace position peaked at $103K in Q1 2019.
1,759 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.