Adams Wealth Management’s Boeing BA Stock Holding History

Adams Wealth Management’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 Q4	–	Sell	-74	Closed	-$12K	–	90
2020 Q3	$12K	Buy	+74	New	+$12.6K	0.01%	172

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Adams Wealth Management's BA Position: Q4 2020 in Review

Adams Wealth Management sold out of Boeing (BA) in Q4 2020, closing a stake of 74 shares — an estimated $12K sold.

Adams Wealth Management first reported a position in BA in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

Adams Wealth Management reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 74 Boeing shares in Q4 2020, an estimated $12K.
Adams Wealth Management first reported a position in Boeing in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Boeing position peaked at $12K in Q3 2020.
2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.