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Advantage Investment Management’s Boeing BA Stock Holding History

Advantage Investment 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
2019
Q3 		$677K Sell
1,778
-14
-0.8% -$5K 0.53% 34
2019
Q2 		$652K Sell
1,792
-231
-11% -$84.2K 0.5% 36
2019
Q1 		$772K Sell
2,023
-50
-2% -$19.2K 0.61% 33
2018
Q4 		$669K Sell
2,073
-25
-1% -$8.64K 0.51% 38
2018
Q3 		$780K Buy
2,098
+569
+37% +$200K 0.51% 37
2018
Q2 		$513K Buy
1,529
+49
+3% +$16.9K 0.38% 59
2018
Q1 		$485K Buy
1,480
+56
+4% +$18.9K 0.19% 103
2017
Q4 		$420K Sell
1,424
-528
-27% -$143K 0.13% 122
2017
Q3 		$496K Buy
1,952
+738
+61% +$172K 0.16% 105
2017
Q2 		$240K Hold
1,214
– – 0.08% 148
2017
Q1 		$215K Sell
1,214
-190
-14% -$32.4K 0.09% 139
2016
Q4 		$219K Sell
1,404
-16
-1% -$2.34K 0.08% 137
2016
Q3 		$187K Sell
1,420
-150
-10% -$19.8K 0.07% 140
2016
Q2 		$204K Sell
1,570
-8
-0.5% -$1.04K 0.1% 127
2016
Q1 		$200K Buy
1,578
+151
+11% +$18.7K 0.09% 126
2015
Q4 		$206K Buy
1,427
+123
+9% +$17.7K 0.11% 133
2015
Q3 		$171K Sell
1,304
-4
-0.3% -$555 0.1% 136
2015
Q2 		$181K Sell
1,308
-546
-29% -$79.6K 0.09% 149
2015
Q1 		$278K Sell
1,854
-9
-0.5% -$1.31K 0.16% 116
2014
Q4 		$242K Buy
+1,863
New +$236K 0.18% 102

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's BA Position: Q3 2019 in Review

Advantage Investment Management reduced its Boeing (BA) stake by 0.78% in Q3 2019, selling an estimated $5K and leaving 1,778 shares worth $677K. The position accounts for 0.53% of the portfolio, ranked #34.

Advantage Investment Management first reported a position in BA in Q4 2014 and has held it in 20 quarters since. The position peaked at $780K in Q3 2018. 2,062 funds tracked by Wall St. Rank hold BA as of Q3 2019.

  • Advantage Investment Management held 1,778 shares of Boeing worth $677K as of Q3 2019.
  • Advantage Investment Management sold 14 Boeing shares in Q3 2019, an estimated $5K.
  • Boeing made up 0.53% of Advantage Investment Management's portfolio in Q3 2019, its #34 holding.
  • Advantage Investment Management first reported a position in Boeing in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Boeing position peaked at $780K in Q3 2018.
  • 2,062 funds tracked by Wall St. Rank held Boeing as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.