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Frontier Wealth Management’s GE Aerospace GE Stock Holding History

Frontier Wealth Management’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
Q3 		– Sell
-5,285
Closed -$355K – 429
2021
Q2 		$355K Hold
5,285
– – 0.02% 309
2021
Q1 		$346K Sell
5,285
-966
-15% -$58.5K 0.03% 287
2020
Q4 		$336K Sell
6,251
-5,668
-48% -$254K 0.03% 279
2020
Q3 		$370K Buy
11,919
+5,816
+95% +$189K 0.03% 253
2020
Q2 		$208K Buy
6,103
+2,913
+91% +$98.2K 0.02% 319
2020
Q1 		$126K Buy
3,190
+117
+4% +$6.24K 0.02% 272
2019
Q4 		$171K Sell
3,073
-2,129
-41% -$110K 0.03% 287
2019
Q3 		$232K Sell
5,202
-1,260
-19% -$59.2K 0.03% 270
2019
Q2 		$338K Sell
6,462
-244
-4% -$12K 0.05% 229
2019
Q1 		$334K Buy
6,706
+566
+9% +$26.6K 0.05% 260
2018
Q4 		$223K Sell
6,140
-7,634
-55% -$345K 0.03% 311
2018
Q3 		$745K Buy
13,774
+1,292
+10% +$79.6K 0.07% 176
2018
Q2 		$814K Sell
12,482
-3,806
-23% -$254K 0.12% 160
2018
Q1 		$1.05M Buy
16,288
+4,801
+42% +$356K 0.15% 147
2017
Q4 		$961K Sell
11,487
-14,705
-56% -$1.4M 0.15% 144
2017
Q3 		$3.04M Sell
26,192
-6,400
-20% -$774K 0.44% 56
2017
Q2 		$4.22M Sell
32,592
-1,501
-4% -$206K 0.65% 44
2017
Q1 		$4.87M Buy
34,093
+2,410
+8% +$349K 0.75% 35
2016
Q4 		$4.8M Buy
31,683
+6,900
+28% +$1M 0.78% 31
2016
Q3 		$3.52M Buy
24,783
+204
+0.8% +$30.4K 0.53% 44
2016
Q2 		$3.71M Buy
24,579
+70
+0.3% +$10.2K 0.59% 40
2016
Q1 		$3.73M Buy
24,509
+3,474
+17% +$491K 0.31% 39
2015
Q4 		$3.14M Buy
21,035
+176
+0.8% +$25K 0.5% 49
2015
Q3 		$2.52M Buy
20,859
+5,320
+34% +$652K 0.4% 63
2015
Q2 		$1.98M Buy
15,539
+2,820
+22% +$366K 0.3% 79
2015
Q1 		$1.51M Sell
12,719
-106
-0.8% -$12.6K 0.24% 80
2014
Q4 		$1.55M Buy
+12,825
New +$1.58M 0.29% 57

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Frontier Wealth Management's GE Position: Q3 2021 in Review

Frontier Wealth Management sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 5,285 shares — an estimated $355K sold.

Frontier Wealth Management first reported a position in GE in Q4 2014 and held it in 27 quarters. The position peaked at $4.87M in Q1 2017. 1,600 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Frontier Wealth Management reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 5,285 GE Aerospace shares in Q3 2021, an estimated $355K.
  • Frontier Wealth Management first reported a position in GE Aerospace in Q4 2014 and held it in 27 quarters.
  • Frontier Wealth Management's GE Aerospace position peaked at $4.87M in Q1 2017.
  • 1,600 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.