RWA
GEHC icon

Ropes Wealth Advisors’s GE HealthCare GEHC Stock Holding History

Ropes Wealth Advisors’s Portfolio GEHC Stock Details GEHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$313K Sell
4,602
-3,332
-42% -$242K 0.06% 207
2023
Q2 		$645K Sell
7,934
-125
-2% -$9.97K 0.11% 153
2023
Q1 		$661K Buy
+8,059
New +$575K 0.12% 149

Other funds holding GEHC

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ropes Wealth Advisors's GEHC Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its GE HealthCare (GEHC) stake by 42% in Q3 2023, selling an estimated $242K and leaving 4,602 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #207.

Ropes Wealth Advisors first reported a position in GEHC in Q1 2023 and has held it in 3 quarters since. The position peaked at $661K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold GEHC as of Q3 2023.

  • Ropes Wealth Advisors held 4,602 shares of GE HealthCare worth $313K as of Q3 2023.
  • Ropes Wealth Advisors sold 3,332 GE HealthCare shares in Q3 2023, an estimated $242K.
  • GE HealthCare made up 0.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #207 holding.
  • Ropes Wealth Advisors first reported a position in GE HealthCare in Q1 2023 and has held it in 3 quarters since.
  • Ropes Wealth Advisors's GE HealthCare position peaked at $661K in Q1 2023.
  • 1,105 funds tracked by Wall St. Rank held GE HealthCare as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.