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Fiduciary Planning’s GE Aerospace GE Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-120
Closed -$8K – 136
2021
Q1 		$8K Sell
120
-4
-3% -$242 0.01% 177
2020
Q4 		$7K Buy
124
+120
+3,000% +$5.38K 0.01% 164
2020
Q3 		$0 Buy
+4
New +$130 ﹤0.01% 196

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Planning's GE Position: Q2 2021 in Review

Fiduciary Planning sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 120 shares — an estimated $8K sold.

Fiduciary Planning first reported a position in GE in Q3 2020 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

  • Fiduciary Planning reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 120 GE Aerospace shares in Q2 2021, an estimated $8K.
  • Fiduciary Planning first reported a position in GE Aerospace in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's GE Aerospace position peaked at $8K in Q1 2021.
  • 1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.