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West Financial Advisors’s GE Aerospace GE Stock Holding History

West Financial 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
2023
Q4 		– Sell
-59
Closed -$5.2K – 175
2023
Q3 		$5.2K Hold
59
– – ﹤0.01% 153
2023
Q2 		$5.16K Buy
+59
New +$4.78K ﹤0.01% 139

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's GE Position: Q4 2023 in Review

West Financial Advisors sold out of GE Aerospace (GE) in Q4 2023, closing a stake of 59 shares — an estimated $5.2K sold.

West Financial Advisors first reported a position in GE in Q2 2023 and held it in 2 quarters. The position peaked at $5.2K in Q3 2023. 1,988 funds tracked by Wall St. Rank hold GE as of Q4 2023.

  • West Financial Advisors reported no remaining GE Aerospace position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 59 GE Aerospace shares in Q4 2023, an estimated $5.2K.
  • West Financial Advisors first reported a position in GE Aerospace in Q2 2023 and held it in 2 quarters.
  • West Financial Advisors's GE Aerospace position peaked at $5.2K in Q3 2023.
  • 1,988 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.