KCS Wealth Advisory’s GE Aerospace GE Stock Holding History

KCS Wealth Advisory’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
2022 Q1	–	Sell	-3,451	Closed	-$203K	–	166
2021 Q4	$203K	Sell	3,451 -55	-2%	-$3.46K	0.08%	156
2021 Q3	$225K	Sell	3,506 -4	-0.1%	-$257	0.11%	142
2021 Q2	$235K	Sell	3,510 -74	-2%	-$4.94K	0.11%	143
2021 Q1	$235K	Sell	3,584 -32	-0.9%	-$1.94K	0.12%	139
2020 Q4	$195K	Sell	3,616 -4	-0.1%	-$179	0.13%	146
2020 Q3	$112K	Sell	3,620 -745	-17%	-$24.2K	0.09%	139
2020 Q2	$149K	Sell	4,365 -139	-3%	-$4.69K	0.12%	138
2020 Q1	$178K	Buy	4,504 +686	+18%	+$36.6K	0.18%	134
2019 Q4	$212K	Sell	3,818 -66	-2%	-$3.41K	0.16%	144
2019 Q3	$173K	Buy	3,884 +176	+5%	+$8.27K	0.12%	159
2019 Q2	$194K	Buy	3,708 +705	+23%	+$34.7K	0.15%	147
2019 Q1	$150K	Buy	+3,003	New	+$141K	0.13%	146
2018 Q4	–	Sell	-3,309	Closed	-$179K	–	155
2018 Q3	$179K	Sell	3,309 -142	-4%	-$8.75K	0.17%	145
2018 Q2	$225K	Sell	3,451 -14	-0.4%	-$934	0.21%	140
2018 Q1	$224K	Buy	3,465 +1,276	+58%	+$94.5K	0.2%	147
2017 Q4	$183K	Buy	+2,189	New	+$209K	0.18%	162

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

KCS Wealth Advisory's GE Position: Q1 2022 in Review

KCS Wealth Advisory sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 3,451 shares — an estimated $203K sold.

KCS Wealth Advisory first reported a position in GE in Q4 2017 and held it in 16 quarters. The position peaked at $235K in Q2 2021. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

KCS Wealth Advisory reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
KCS Wealth Advisory sold 3,451 GE Aerospace shares in Q1 2022, an estimated $203K.
KCS Wealth Advisory first reported a position in GE Aerospace in Q4 2017 and held it in 16 quarters.
KCS Wealth Advisory's GE Aerospace position peaked at $235K in Q2 2021.
1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on KCS Wealth Advisory's 13F filing for Q1 2022, filed 13 Apr 2022.