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Advisor Group’s Boeing BA Stock Holding History

Advisor Group’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
Q4 		$43.8M Buy
134,155
+7,408
+6% +$2.62M 0.3% 57
2019
Q3 		$48.3M Sell
126,747
-799
-0.6% -$286K 0.36% 50
2019
Q2 		$46.5M Buy
127,546
+3,294
+3% +$1.2M 0.36% 50
2019
Q1 		$47.4M Buy
124,252
+1,367
+1% +$526K 0.39% 46
2018
Q4 		$39.7M Buy
122,885
+12,589
+11% +$4.35M 0.39% 49
2018
Q3 		$41.1M Buy
110,296
+11,054
+11% +$3.88M 0.41% 44
2018
Q2 		$33.3M Sell
99,242
-4,105
-4% -$1.41M 0.46% 38
2018
Q1 		$33.9M Sell
103,347
-6,642
-6% -$2.24M 0.47% 36
2017
Q4 		$32.5M Buy
109,989
+10,379
+10% +$2.81M 0.43% 42
2017
Q3 		$25.3M Sell
99,610
-808
-0.8% -$188K 0.4% 44
2017
Q2 		$19.9M Buy
100,418
+9,954
+11% +$1.85M 0.35% 54
2017
Q1 		$16M Sell
90,464
-10,158
-10% -$1.73M 0.32% 55
2016
Q4 		$15.7M Sell
100,622
-6,772
-6% -$989K 0.35% 48
2016
Q3 		$14.2M Buy
107,394
+20,117
+23% +$2.65M 0.34% 53
2016
Q2 		$11.3M Buy
+87,277
New +$11.4M 0.3% 66

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's BA Position: Q4 2019 in Review

Advisor Group increased its Boeing (BA) stake by 5.8% in Q4 2019, buying an estimated $2.62M and bringing the position to 134,155 shares worth $43.8M. The position accounts for 0.3% of the portfolio, ranked #57.

Advisor Group first reported a position in BA in Q2 2016 and has held it in 15 quarters since. The position peaked at $48.3M in Q3 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Advisor Group held 134,155 shares of Boeing worth $43.8M as of Q4 2019.
  • Advisor Group bought 7,408 Boeing shares in Q4 2019, an estimated $2.62M.
  • Boeing made up 0.3% of Advisor Group's portfolio in Q4 2019, its #57 holding.
  • Advisor Group first reported a position in Boeing in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Boeing position peaked at $48.3M in Q3 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.