Dougherty Wealth Advisers’s GE Aerospace GE Stock Holding History

Dougherty Wealth Advisers’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
2024 Q1	–	Sell	-117	Closed	-$11.9K	–	118
2023 Q4	$11.9K	Hold	117	–	–	0.01%	118
2023 Q3	$10.3K	Hold	117	–	–	0.01%	115
2023 Q2	$10.2K	Hold	117	–	–	0.01%	115
2023 Q1	$8.89K	Sell	117 -32	-21%	-$2.14K	0.01%	121
2022 Q4	$7.79K	Hold	149	–	–	0.01%	122
2022 Q3	$6K	Hold	149	–	–	0.01%	120
2022 Q2	$6K	Hold	149	–	–	0.01%	117
2022 Q1	$9K	Hold	149	–	–	0.01%	120
2021 Q4	$9K	Sell	149 -373	-71%	-$23.4K	0.01%	129
2021 Q3	$33K	Buy	522 +372	+248%	+$23.9K	0.05%	112
2021 Q2	$10K	Buy	+150	New	+$10K	0.01%	126
2019 Q3	–	Sell	-100	Closed	-$5K	–	195
2019 Q2	$5K	Buy	+100	New	+$4.92K	0.01%	215
2019 Q1	–	Sell	-104	Closed	-$5K	–	212
2018 Q4	$5K	Buy	+104	New	+$4.7K	0.02%	192

Other funds holding GE

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Dougherty Wealth Advisers's GE Position: Q1 2024 in Review

Dougherty Wealth Advisers sold out of GE Aerospace (GE) in Q1 2024, closing a stake of 117 shares — an estimated $11.9K sold.

Dougherty Wealth Advisers first reported a position in GE in Q4 2018 and held it in 13 quarters. The position peaked at $33K in Q3 2021. 2,193 funds tracked by Wall St. Rank hold GE as of Q1 2024.

Dougherty Wealth Advisers reported no remaining GE Aerospace position as of Q1 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 117 GE Aerospace shares in Q1 2024, an estimated $11.9K.
Dougherty Wealth Advisers first reported a position in GE Aerospace in Q4 2018 and held it in 13 quarters.
Dougherty Wealth Advisers's GE Aerospace position peaked at $33K in Q3 2021.
2,193 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2024, filed 26 Apr 2024.