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Primoris Wealth Advisors’s GE Aerospace GE Stock Holding History

Primoris 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
2022
Q1 		– Sell
-9,457
Closed -$558K – 83
2021
Q4 		$558K Buy
+9,457
New +$594K 0.45% 54

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Primoris Wealth Advisors's GE Position: Q1 2022 in Review

Primoris Wealth Advisors sold out of GE Aerospace (GE) in Q1 2022, closing a stake of 9,457 shares — an estimated $558K sold.

Primoris Wealth Advisors first reported a position in GE in Q4 2021 and held it in 1 quarter. The position peaked at $558K in Q4 2021. 1,563 funds tracked by Wall St. Rank hold GE as of Q1 2022.

  • Primoris Wealth Advisors reported no remaining GE Aerospace position as of Q1 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 9,457 GE Aerospace shares in Q1 2022, an estimated $558K.
  • Primoris Wealth Advisors first reported a position in GE Aerospace in Q4 2021 and held it in 1 quarter.
  • Primoris Wealth Advisors's GE Aerospace position peaked at $558K in Q4 2021.
  • 1,563 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2022.

Based on Primoris Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.