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Access Financial Services’s Boeing BA Stock Holding History

Access Financial Services’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
2020
Q2 		– Sell
-5,076
Closed -$757K – 73
2020
Q1 		$757K Sell
5,076
-258
-5% -$70.6K 0.6% 39
2019
Q4 		$1.74M Sell
5,334
-43
-0.8% -$15.2K 1.01% 30
2019
Q3 		$2.05M Buy
5,377
+79
+1% +$28.2K 1.46% 14
2019
Q2 		$1.93M Buy
5,298
+1,513
+40% +$552K 1.47% 17
2019
Q1 		$1.44M Hold
3,785
– – 1.14% 28
2018
Q4 		$1.22M Sell
3,785
-100
-3% -$34.5K 1.09% 27
2018
Q3 		$1.45M Buy
3,885
+73
+2% +$25.6K 0.99% 24
2018
Q2 		$1.28M Sell
3,812
-529
-12% -$182K 0.9% 29
2018
Q1 		$1.42M Sell
4,341
-1,547
-26% -$523K 1.05% 26
2017
Q4 		$1.74M Sell
5,888
-135
-2% -$36.5K 1.2% 19
2017
Q3 		$1.53M Sell
6,023
-45
-0.7% -$10.5K 1.17% 22
2017
Q2 		$1.2M Sell
6,068
-10
-0.2% -$1.86K 0.98% 33
2017
Q1 		$1.07M Sell
6,078
-1,602
-21% -$273K 0.91% 35
2016
Q4 		$1.2M Buy
+7,680
New +$1.12M 1.09% 22

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Access Financial Services's BA Position: Q2 2020 in Review

Access Financial Services sold out of Boeing (BA) in Q2 2020, closing a stake of 5,076 shares — an estimated $757K sold.

Access Financial Services first reported a position in BA in Q4 2016 and held it in 14 quarters. The position peaked at $2.05M in Q3 2019. 1,808 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Access Financial Services reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • Access Financial Services sold 5,076 Boeing shares in Q2 2020, an estimated $757K.
  • Access Financial Services first reported a position in Boeing in Q4 2016 and held it in 14 quarters.
  • Access Financial Services's Boeing position peaked at $2.05M in Q3 2019.
  • 1,808 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Access Financial Services's 13F filing for Q2 2020, filed 11 Aug 2020.