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Kathleen S. Wright Associates’s GE Aerospace GE Stock Holding History

Kathleen S. Wright Associates’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
Q2 		– Sell
-43
Closed -$5.97K – 234
2024
Q1 		$5.97K Hold
43
– – ﹤0.01% 200
2023
Q4 		$4.34K Sell
43
-6
-12% -$556 ﹤0.01% 176
2023
Q3 		$4.31K Buy
49
+6
+14% +$539 ﹤0.01% 168
2023
Q2 		$3.73K Buy
+43
New +$3.48K ﹤0.01% 154
2023
Q1 		– Sell
-161
Closed -$9K – 182
2022
Q4 		$9K Buy
+161
New +$7.92K 0.01% 154

Other funds holding GE

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kathleen S. Wright Associates's GE Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of GE Aerospace (GE) in Q2 2024, closing a stake of 43 shares — an estimated $5.97K sold.

Kathleen S. Wright Associates first reported a position in GE in Q4 2022 and held it in 5 quarters. The position peaked at $9K in Q4 2022. 2,176 funds tracked by Wall St. Rank hold GE as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining GE Aerospace position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 43 GE Aerospace shares in Q2 2024, an estimated $5.97K.
  • Kathleen S. Wright Associates first reported a position in GE Aerospace in Q4 2022 and held it in 5 quarters.
  • Kathleen S. Wright Associates's GE Aerospace position peaked at $9K in Q4 2022.
  • 2,176 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.