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

Strategic Wealth Management 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
2021 Q2	$297K	Sell	4,434 -421	-9%	-$28.1K	0.11%	97
2021 Q1	$318K	Sell	4,855 -141	-3%	-$8.54K	0.12%	99
2020 Q4	$269K	Buy	4,996 +161	+3%	+$7.21K	0.12%	100
2020 Q3	$150K	Sell	4,835 -176	-4%	-$5.72K	0.07%	116
2020 Q2	$171K	Hold	5,011	–	–	0.1%	96
2020 Q1	$198K	Sell	5,011 -24	-0.5%	-$1.28K	0.15%	79
2019 Q4	$280K	Sell	5,035 -141	-3%	-$7.29K	0.18%	71
2019 Q3	$231K	Buy	+5,176	New	+$243K	0.17%	71

Other funds holding GE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Management Group's GE Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its GE Aerospace (GE) stake by 8.7% in Q2 2021, selling an estimated $28.1K and leaving 4,434 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #97.

Strategic Wealth Management Group first reported a position in GE in Q3 2019 and has held it in 8 quarters since. The position peaked at $318K in Q1 2021. 1,850 funds tracked by Wall St. Rank hold GE as of Q2 2021.

Strategic Wealth Management Group held 4,434 shares of GE Aerospace worth $297K as of Q2 2021.
Strategic Wealth Management Group sold 421 GE Aerospace shares in Q2 2021, an estimated $28.1K.
GE Aerospace made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #97 holding.
Strategic Wealth Management Group first reported a position in GE Aerospace in Q3 2019 and has held it in 8 quarters since.
Strategic Wealth Management Group's GE Aerospace position peaked at $318K in Q1 2021.
1,850 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.