Aevitas Wealth Management’s Boeing BA Stock Holding History

Aevitas 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
2019 Q3	–	Sell	-557	Closed	-$203K	–	104
2019 Q2	$203K	Sell	557 -570	-51%	-$208K	0.2%	101
2019 Q1	$430K	Buy	1,127 +149	+15%	+$57.4K	0.38%	72
2018 Q4	$315K	Sell	978 -15	-2%	-$5.18K	0.32%	76
2018 Q3	$369K	Hold	993	–	–	0.33%	75
2018 Q2	$333K	Buy	993 +300	+43%	+$103K	0.32%	76
2018 Q1	$227K	Sell	693 -100	-13%	-$33.8K	0.23%	96
2017 Q4	$234K	Buy	+793	New	+$215K	0.22%	95

Other funds holding BA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Aevitas Wealth Management's BA Position: Q3 2019 in Review

Aevitas Wealth Management sold out of Boeing (BA) in Q3 2019, closing a stake of 557 shares — an estimated $203K sold.

Aevitas Wealth Management first reported a position in BA in Q4 2017 and held it in 7 quarters. The position peaked at $430K in Q1 2019. 2,062 funds tracked by Wall St. Rank hold BA as of Q3 2019.

Aevitas Wealth Management reported no remaining Boeing position as of Q3 2019 after selling out during the quarter.
Aevitas Wealth Management sold 557 Boeing shares in Q3 2019, an estimated $203K.
Aevitas Wealth Management first reported a position in Boeing in Q4 2017 and held it in 7 quarters.
Aevitas Wealth Management's Boeing position peaked at $430K in Q1 2019.
2,062 funds tracked by Wall St. Rank held Boeing as of Q3 2019.

Based on Aevitas Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.