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Moser Wealth Advisors’s GE Aerospace GE Stock Holding History

Moser 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
Q3 		– Sell
-117
Closed -$4K – 120
2020
Q2 		$4K Hold
117
– – ﹤0.01% 110
2020
Q1 		$5K Hold
117
– – 0.01% 116
2019
Q4 		$7K Buy
+117
New +$6.04K 0.01% 130

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Moser Wealth Advisors's GE Position: Q3 2020 in Review

Moser Wealth Advisors sold out of GE Aerospace (GE) in Q3 2020, closing a stake of 117 shares — an estimated $4K sold.

Moser Wealth Advisors first reported a position in GE in Q4 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • Moser Wealth Advisors reported no remaining GE Aerospace position as of Q3 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 117 GE Aerospace shares in Q3 2020, an estimated $4K.
  • Moser Wealth Advisors first reported a position in GE Aerospace in Q4 2019 and held it in 3 quarters.
  • Moser Wealth Advisors's GE Aerospace position peaked at $7K in Q4 2019.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Moser Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.