ERTS Wealth Advisors’s GE Aerospace GE Stock Holding History

ERTS 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
2020 Q2	–	Sell	-2,508	Closed	-$99K	–	78
2020 Q1	$99K	Hold	2,508	–	–	0.05%	75
2019 Q4	$140K	Hold	2,508	–	–	0.06%	83
2019 Q3	$112K	Hold	2,508	–	–	0.06%	79
2019 Q2	$131K	Hold	2,508	–	–	0.07%	84
2019 Q1	$125K	Sell	2,508 -539	-18%	-$25.4K	0.07%	85
2018 Q4	$111K	Buy	+3,047	New	+$138K	0.08%	110

Other funds holding GE

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ERTS Wealth Advisors's GE Position: Q2 2020 in Review

ERTS Wealth Advisors sold out of GE Aerospace (GE) in Q2 2020, closing a stake of 2,508 shares — an estimated $99K sold.

ERTS Wealth Advisors first reported a position in GE in Q4 2018 and held it in 6 quarters. The position peaked at $140K in Q4 2019. 1,791 funds tracked by Wall St. Rank hold GE as of Q2 2020.

ERTS Wealth Advisors reported no remaining GE Aerospace position as of Q2 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 2,508 GE Aerospace shares in Q2 2020, an estimated $99K.
ERTS Wealth Advisors first reported a position in GE Aerospace in Q4 2018 and held it in 6 quarters.
ERTS Wealth Advisors's GE Aerospace position peaked at $140K in Q4 2019.
1,791 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2020.

Based on ERTS Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.