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Wealthspire Advisors (Maryland)’s GE Aerospace GE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$553K Sell
17,806
-103
-0.6% -$3.35K 0.02% 250
2020
Q2 		$610K Sell
17,909
-2,654
-13% -$89.5K 0.04% 221
2020
Q1 		$814K Sell
20,563
-2,083
-9% -$111K 0.07% 165
2019
Q4 		$1.26M Sell
22,646
-1,260
-5% -$65.1K 0.08% 139
2019
Q3 		$1.06M Sell
23,906
-93
-0.4% -$4.37K 0.08% 136
2019
Q2 		$1.26M Sell
23,999
-1,576
-6% -$77.6K 0.09% 117
2019
Q1 		$1.27M Buy
25,575
+1,921
+8% +$90.4K 0.1% 114
2018
Q4 		$858K Buy
23,654
+2,110
+10% +$95.3K 0.08% 135
2018
Q3 		$1.17M Sell
21,544
-1,278
-6% -$78.8K 0.1% 124
2018
Q2 		$1.49M Buy
22,822
+359
+2% +$23.9K 0.13% 96
2018
Q1 		$1.45M Sell
22,463
-4,733
-17% -$351K 0.14% 100
2017
Q4 		$2.27M Sell
27,196
-2,269
-8% -$217K 0.22% 73
2017
Q3 		$3.41M Buy
29,465
+3,593
+14% +$434K 0.37% 42
2017
Q2 		$3.35M Buy
25,872
+3,911
+18% +$536K 0.4% 42
2017
Q1 		$3.14M Sell
21,961
-3,147
-13% -$456K 0.45% 33
2016
Q4 		$3.8M Sell
25,108
-1,276
-5% -$185K 0.57% 31
2016
Q3 		$3.75M Buy
26,384
+2,357
+10% +$352K 0.58% 30
2016
Q2 		$3.63M Sell
24,027
-379
-2% -$55.3K 0.6% 30
2016
Q1 		$3.72M Buy
24,406
+427
+2% +$60.3K 0.66% 29
2015
Q4 		$3.58M Buy
+23,979
New +$3.41M 0.67% 26

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its GE Aerospace (GE) stake by 0.58% in Q3 2020, selling an estimated $3.35K and leaving 17,806 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #250.

Wealthspire Advisors (Maryland) first reported a position in GE in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.8M in Q4 2016. 1,728 funds tracked by Wall St. Rank hold GE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,806 shares of GE Aerospace worth $553K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 103 GE Aerospace shares in Q3 2020, an estimated $3.35K.
  • GE Aerospace made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #250 holding.
  • Wealthspire Advisors (Maryland) first reported a position in GE Aerospace in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s GE Aerospace position peaked at $3.8M in Q4 2016.
  • 1,728 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.