Acorn Financial Advisory Services’s Boeing BA Stock Holding History

Acorn Financial Advisory 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
2021 Q3	–	Sell	-2,800	Closed	-$671K	–	215
2021 Q2	$671K	Sell	2,800 -764	-21%	-$185K	0.2%	117
2021 Q1	$906K	Buy	3,564 +95	+3%	+$21.1K	0.33%	80
2020 Q4	$742K	Buy	3,469 +118	+4%	+$22.7K	0.29%	94
2020 Q3	$555K	Sell	3,351 -5	-0.1%	-$852	0.29%	99
2020 Q2	$614K	Buy	3,356 +834	+33%	+$128K	0.43%	81
2020 Q1	$376K	Buy	2,522 +1,571	+165%	+$430K	0.37%	98
2019 Q4	$311K	Buy	+951	New	+$337K	0.26%	128

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Financial Advisory Services's BA Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Boeing (BA) in Q3 2021, closing a stake of 2,800 shares — an estimated $671K sold.

Acorn Financial Advisory Services first reported a position in BA in Q4 2019 and held it in 7 quarters. The position peaked at $906K in Q1 2021. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Acorn Financial Advisory Services reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,800 Boeing shares in Q3 2021, an estimated $671K.
Acorn Financial Advisory Services first reported a position in Boeing in Q4 2019 and held it in 7 quarters.
Acorn Financial Advisory Services's Boeing position peaked at $906K in Q1 2021.
2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.