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ShoreHaven Wealth Partners’s GE Aerospace GE Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-293
Closed -$19K – 130
2021
Q1 		$19K Hold
293
– – 0.01% 172
2020
Q4 		$16K Buy
+293
New +$13.1K 0.01% 158

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's GE Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of GE Aerospace (GE) in Q2 2021, closing a stake of 293 shares — an estimated $19K sold.

ShoreHaven Wealth Partners first reported a position in GE in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 1,852 funds tracked by Wall St. Rank hold GE as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining GE Aerospace position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 293 GE Aerospace shares in Q2 2021, an estimated $19K.
  • ShoreHaven Wealth Partners first reported a position in GE Aerospace in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's GE Aerospace position peaked at $19K in Q1 2021.
  • 1,852 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.