Intercontinental Wealth Advisors’s GE Aerospace GE Stock Holding History

Intercontinental 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 Q4	–	Sell	-3,036	Closed	-$94K	–	256
2020 Q3	$94K	Hold	3,036	–	–	0.03%	200
2020 Q2	$103K	Buy	3,036 +239	+9%	+$8.06K	0.03%	176
2020 Q1	$111K	Buy	2,797 +1,085	+63%	+$57.9K	0.06%	154
2019 Q4	$110K	Sell	1,712 -502	-23%	-$25.9K	0.09%	148
2019 Q3	$99K	Sell	2,214 -441	-17%	-$20.7K	0.06%	176
2019 Q2	$139K	Hold	2,655	–	–	0.07%	146
2019 Q1	$132K	Sell	2,655 -107	-4%	-$5.04K	0.07%	153
2018 Q4	$100K	Sell	2,762 -242	-8%	-$10.9K	0.06%	165
2018 Q3	$163K	Buy	3,004 +54	+2%	+$3.33K	0.08%	129
2018 Q2	$192K	Buy	2,950 +632	+27%	+$42.2K	0.11%	126
2018 Q1	$150K	Buy	2,318 +99	+4%	+$7.33K	0.09%	128
2017 Q4	$186K	Buy	2,219 +242	+12%	+$23.1K	0.1%	142
2017 Q3	$229K	Sell	1,977 -1,611	-45%	-$195K	0.14%	110
2017 Q2	$464K	Sell	3,588 -623	-15%	-$85.4K	0.3%	57
2017 Q1	$601K	Sell	4,211 -34	-0.8%	-$4.92K	0.36%	61
2016 Q4	$643K	Buy	4,245 +1,561	+58%	+$227K	0.41%	53
2016 Q3	$381K	Sell	2,684 -314	-10%	-$46.8K	0.27%	78
2016 Q2	$452K	Sell	2,998 -210	-7%	-$30.6K	0.33%	64
2016 Q1	$489K	Sell	3,208 -1,117	-26%	-$158K	0.37%	60
2015 Q4	$646K	Buy	+4,325	New	+$614K	0.44%	54

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Intercontinental Wealth Advisors's GE Position: Q4 2020 in Review

Intercontinental Wealth Advisors sold out of GE Aerospace (GE) in Q4 2020, closing a stake of 3,036 shares — an estimated $94K sold.

Intercontinental Wealth Advisors first reported a position in GE in Q4 2015 and held it in 20 quarters. The position peaked at $646K in Q4 2015. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Intercontinental Wealth Advisors reported no remaining GE Aerospace position as of Q4 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 3,036 GE Aerospace shares in Q4 2020, an estimated $94K.
Intercontinental Wealth Advisors first reported a position in GE Aerospace in Q4 2015 and held it in 20 quarters.
Intercontinental Wealth Advisors's GE Aerospace position peaked at $646K in Q4 2015.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2020, filed 19 Feb 2021.