RAG
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RIA Advisory Group’s GE Aerospace GE Stock Holding History

RIA Advisory Group’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
2023
Q4 		– Sell
-4,328
Closed -$382K – 135
2023
Q3 		$382K Sell
4,328
-124
-3% -$11.1K 0.17% 71
2023
Q2 		$390K Buy
+4,452
New +$361K 0.17% 76

Other funds holding GE

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA Advisory Group's GE Position: Q4 2023 in Review

RIA Advisory Group sold out of GE Aerospace (GE) in Q4 2023, closing a stake of 4,328 shares — an estimated $382K sold.

RIA Advisory Group first reported a position in GE in Q2 2023 and held it in 2 quarters. The position peaked at $390K in Q2 2023. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

  • RIA Advisory Group reported no remaining GE Aerospace position as of Q4 2023 after selling out during the quarter.
  • RIA Advisory Group sold 4,328 GE Aerospace shares in Q4 2023, an estimated $382K.
  • RIA Advisory Group first reported a position in GE Aerospace in Q2 2023 and held it in 2 quarters.
  • RIA Advisory Group's GE Aerospace position peaked at $390K in Q2 2023.
  • 1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.