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Wealthstreet Investment Advisors’s GE Aerospace GE Stock Holding History

Wealthstreet Investment Advisors’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
Q3 		– Sell
-201
Closed -$13K – 78
2021
Q2 		$13K Sell
201
-59,362
-100% -$3.96M 0.07% 74
2021
Q1 		$3.9M Buy
59,563
+9,691
+19% +$587K 0.38% 65
2020
Q4 		$2.69M Buy
49,872
+9,434
+23% +$423K 0.27% 82
2020
Q3 		$1.25M Sell
40,438
-1,192
-3% -$38.7K 0.14% 136
2020
Q2 		$1.42M Sell
41,630
-2,257
-5% -$76.1K 0.17% 120
2020
Q1 		$1.74M Buy
43,887
+7,043
+19% +$376K 0.26% 92
2019
Q4 		$2.05M Sell
36,844
-5,681
-13% -$294K 0.24% 98
2019
Q3 		$1.92M Sell
42,525
-3,301
-7% -$155K 0.25% 95
2019
Q2 		$2.4M Sell
45,826
-1,363
-3% -$67.1K 0.31% 77
2019
Q1 		$2.35M Buy
47,189
+773
+2% +$36.4K 0.31% 80
2018
Q4 		$1.99M Sell
46,416
-16,999
-27% -$767K 0.28% 88
2018
Q3 		$3.43M Sell
63,415
-6,961
-10% -$429K 0.42% 63
2018
Q2 		$4.59M Buy
70,376
+13,956
+25% +$931K 0.61% 46
2018
Q1 		$3.65M Sell
56,420
-3,647
-6% -$270K 0.46% 57
2017
Q4 		$5.02M Buy
+60,067
New +$5.73M 0.61% 42

Other funds holding GE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wealthstreet Investment Advisors's GE Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of GE Aerospace (GE) in Q3 2021, closing a stake of 201 shares — an estimated $13K sold.

Wealthstreet Investment Advisors first reported a position in GE in Q4 2017 and held it in 15 quarters. The position peaked at $5.02M in Q4 2017. 1,601 funds tracked by Wall St. Rank hold GE as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining GE Aerospace position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 201 GE Aerospace shares in Q3 2021, an estimated $13K.
  • Wealthstreet Investment Advisors first reported a position in GE Aerospace in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's GE Aerospace position peaked at $5.02M in Q4 2017.
  • 1,601 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.