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Alaethes Wealth’s Boeing BA Stock Holding History

Alaethes Wealth’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
2022
Q2 		– Sell
-50
Closed -$10K – 124
2022
Q1 		$10K Sell
50
-130
-72% -$26.1K 0.01% 223
2021
Q4 		$36K Sell
180
-65
-27% -$13.7K 0.02% 145
2021
Q3 		$54K Sell
245
-25
-9% -$5.58K 0.04% 130
2021
Q2 		$65K Buy
+270
New +$65.3K 0.05% 119

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alaethes Wealth's BA Position: Q2 2022 in Review

Alaethes Wealth sold out of Boeing (BA) in Q2 2022, closing a stake of 50 shares — an estimated $10K sold.

Alaethes Wealth first reported a position in BA in Q2 2021 and held it in 4 quarters. The position peaked at $65K in Q2 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Alaethes Wealth reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 50 Boeing shares in Q2 2022, an estimated $10K.
  • Alaethes Wealth first reported a position in Boeing in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's Boeing position peaked at $65K in Q2 2021.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.