Phoenix Wealth Advisors’s GE Aerospace GE Stock Holding History

Phoenix 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
2021 Q4	–	Sell	-223	Closed	-$14K	–	210
2021 Q3	$14K	Sell	223 -122	-35%	-$7.84K	0.01%	286
2021 Q2	$22K	Hold	345	–	–	0.02%	248
2021 Q1	$23K	Hold	345	–	–	0.02%	246
2020 Q4	$19K	Buy	+345	New	+$15.5K	0.01%	260

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Phoenix Wealth Advisors's GE Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of GE Aerospace (GE) in Q4 2021, closing a stake of 223 shares — an estimated $14K sold.

Phoenix Wealth Advisors first reported a position in GE in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q1 2021. 1,700 funds tracked by Wall St. Rank hold GE as of Q4 2021.

Phoenix Wealth Advisors reported no remaining GE Aerospace position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 223 GE Aerospace shares in Q4 2021, an estimated $14K.
Phoenix Wealth Advisors first reported a position in GE Aerospace in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's GE Aerospace position peaked at $23K in Q1 2021.
1,700 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.