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1776 Wealth’s Boeing BA Stock Holding History

1776 Wealth’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,216
Closed -$232K – 123
2022
Q1 		$232K Buy
1,216
+56
+5% +$11.2K 0.13% 110
2021
Q4 		$233K Sell
1,160
-7
-0.6% -$1.48K 0.13% 113
2021
Q3 		$256K Sell
1,167
-407
-26% -$90.8K 0.15% 104
2021
Q2 		$378K Hold
1,574
– – 0.21% 77
2021
Q1 		$387K Sell
1,574
-41
-3% -$9.11K 0.24% 69
2020
Q4 		$346K Sell
1,615
-38
-2% -$7.3K 0.22% 74
2020
Q3 		$273K Sell
1,653
-138
-8% -$23.5K 0.2% 76
2020
Q2 		$328K Sell
1,791
-1,815
-50% -$279K 0.23% 69
2020
Q1 		$738K Buy
3,606
+2,576
+250% +$705K 0.31% 54
2019
Q4 		$354K Buy
+1,030
New +$365K 0.3% 60

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1776 Wealth's BA Position: Q2 2022 in Review

1776 Wealth sold out of Boeing (BA) in Q2 2022, closing a stake of 1,216 shares — an estimated $232K sold.

1776 Wealth first reported a position in BA in Q4 2019 and held it in 10 quarters. The position peaked at $738K in Q1 2020. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • 1776 Wealth reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • 1776 Wealth sold 1,216 Boeing shares in Q2 2022, an estimated $232K.
  • 1776 Wealth first reported a position in Boeing in Q4 2019 and held it in 10 quarters.
  • 1776 Wealth's Boeing position peaked at $738K in Q1 2020.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on 1776 Wealth's 13F filing for Q2 2022, filed 29 Jul 2022.