Private Wealth Advisors (Pennsylvania)’s GE Aerospace GE Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$598K	Sell	11,106 -1,162	-9%	-$52.1K	0.34%	56
2020 Q3	$381K	Sell	12,268 -568	-4%	-$18.5K	0.24%	71
2020 Q2	$437K	Buy	12,836 +21	+0.2%	+$708	0.3%	61
2020 Q1	$415K	Buy	12,815 +528	+4%	+$28.2K	0.31%	60
2019 Q4	$718K	Sell	12,287 -1,789	-13%	-$92.4K	0.38%	68
2019 Q3	$627K	Sell	14,076 -3,259	-19%	-$153K	0.32%	75
2019 Q2	$907K	Sell	17,335 -1,131	-6%	-$55.7K	0.32%	75
2019 Q1	$919K	Sell	18,466 -1,448	-7%	-$68.2K	0.34%	74
2018 Q4	$722K	Sell	19,914 -7,015	-26%	-$317K	0.31%	80
2018 Q3	$1.46M	Sell	26,929 -832	-3%	-$51.3K	0.54%	53
2018 Q2	$1.81M	Buy	27,761 +723	+3%	+$48.2K	0.72%	44
2018 Q1	$1.75M	Sell	27,038 -4,930	-15%	-$365K	0.7%	43
2017 Q4	$2.67M	Sell	31,968 -336	-1%	-$32.1K	1.04%	31
2017 Q3	$3.74M	Sell	32,304 -56	-0.2%	-$6.77K	1.54%	18
2017 Q2	$4.19M	Buy	32,360 +1,522	+5%	+$209K	1.79%	15
2017 Q1	$4.4M	Buy	30,838 +1,708	+6%	+$247K	1.98%	11
2016 Q4	$4.41M	Sell	29,130 -1,217	-4%	-$177K	2.05%	13
2016 Q3	$4.31M	Buy	30,347 +1,050	+4%	+$157K	2.05%	11
2016 Q2	$4.42M	Buy	29,297 +74	+0.3%	+$10.8K	2.17%	10
2016 Q1	$4.45M	Sell	29,223 -290	-1%	-$41K	2.37%	9
2015 Q4	$4.41M	Sell	29,513 -1,361	-4%	-$193K	2.48%	8
2015 Q3	$3.73M	Sell	30,874 -494	-2%	-$60.5K	1.87%	12
2015 Q2	$3.99M	Buy	31,368 +240	+0.8%	+$31.1K	1.81%	14
2015 Q1	$3.7M	Sell	31,128 -890	-3%	-$106K	1.73%	13
2014 Q4	$3.88M	Buy	32,018 +920	+3%	+$113K	1.87%	13
2014 Q3	$3.82M	Sell	31,098 -579	-2%	-$72.2K	2.01%	11
2014 Q2	$3.99M	Buy	31,677 +230	+0.7%	+$29.3K	2.05%	12
2014 Q1	$3.9M	Buy	31,447 +1,875	+6%	+$232K	2.12%	10
2013 Q4	$3.97M	Sell	29,572 -744	-2%	-$93.7K	2.17%	10
2013 Q3	$3.47M	Buy	30,316 +46	+0.2%	+$5.28K	2.05%	10
2013 Q2	$3.36M	Buy	+30,270	New	+$3.35M	2.09%	9

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s GE Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its GE Aerospace (GE) stake by 9.5% in Q4 2020, selling an estimated $52.1K and leaving 11,106 shares worth $598K. The position accounts for 0.34% of the portfolio, ranked #56.

Private Wealth Advisors (Pennsylvania) first reported a position in GE in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.45M in Q1 2016. 1,894 funds tracked by Wall St. Rank hold GE as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 11,106 shares of GE Aerospace worth $598K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 1,162 GE Aerospace shares in Q4 2020, an estimated $52.1K.
GE Aerospace made up 0.34% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #56 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in GE Aerospace in Q2 2013 and has held it in 31 quarters since.
Private Wealth Advisors (Pennsylvania)'s GE Aerospace position peaked at $4.45M in Q1 2016.
1,894 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.