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Strategic Wealth Investment Group’s GE Aerospace GE Stock Holding History

Strategic Wealth Investment 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
2022
Q2 		– Sell
-4,640
Closed -$264K – 139
2022
Q1 		$264K Buy
+4,640
New +$277K 0.06% 86
2020
Q4 		– Sell
-4,228
Closed -$131K – 87
2020
Q3 		$131K Hold
4,228
– – 0.1% 80
2020
Q2 		$144K Sell
4,228
-114
-3% -$3.84K 0.14% 73
2020
Q1 		$172K Sell
4,342
-56
-1% -$2.99K 0.28% 41
2019
Q4 		$245K Buy
+4,398
New +$227K 0.25% 48

Other funds holding GE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Strategic Wealth Investment Group's GE Position: Q2 2022 in Review

Strategic Wealth Investment Group sold out of GE Aerospace (GE) in Q2 2022, closing a stake of 4,640 shares — an estimated $264K sold.

Strategic Wealth Investment Group first reported a position in GE in Q4 2019 and held it in 5 quarters. The position peaked at $264K in Q1 2022. 1,469 funds tracked by Wall St. Rank hold GE as of Q2 2022.

  • Strategic Wealth Investment Group reported no remaining GE Aerospace position as of Q2 2022 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 4,640 GE Aerospace shares in Q2 2022, an estimated $264K.
  • Strategic Wealth Investment Group first reported a position in GE Aerospace in Q4 2019 and held it in 5 quarters.
  • Strategic Wealth Investment Group's GE Aerospace position peaked at $264K in Q1 2022.
  • 1,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.