Straight Path Wealth Management’s GE Aerospace GE Stock Holding History

Straight Path Wealth Management’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 Q1	–	Sell	-4,995	Closed	-$261K	–	81
2022 Q4	$261K	Buy	+4,995	New	+$246K	0.25%	54
2022 Q3	–	Sell	-5,035	Closed	-$200K	–	74
2022 Q2	$200K	Sell	5,035 -1,124	-18%	-$54.5K	0.2%	66
2022 Q1	$351K	Sell	6,159 -1,003	-14%	-$59.8K	0.3%	44
2021 Q4	$422K	Buy	+7,162	New	+$450K	0.37%	41

Other funds holding GE

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Straight Path Wealth Management's GE Position: Q1 2023 in Review

Straight Path Wealth Management sold out of GE Aerospace (GE) in Q1 2023, closing a stake of 4,995 shares — an estimated $261K sold.

Straight Path Wealth Management first reported a position in GE in Q4 2021 and held it in 4 quarters. The position peaked at $422K in Q4 2021. 1,616 funds tracked by Wall St. Rank hold GE as of Q1 2023.

Straight Path Wealth Management reported no remaining GE Aerospace position as of Q1 2023 after selling out during the quarter.
Straight Path Wealth Management sold 4,995 GE Aerospace shares in Q1 2023, an estimated $261K.
Straight Path Wealth Management first reported a position in GE Aerospace in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's GE Aerospace position peaked at $422K in Q4 2021.
1,616 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.