Alaska Wealth Advisors’s Boeing BA Stock Holding History

Alaska Wealth Advisors’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
2021 Q2	–	Sell	-1,291	Closed	-$329K	–	49
2021 Q1	$329K	Hold	1,291	–	–	0.06%	41
2020 Q4	$276K	Sell	1,291 -77	-6%	-$14.8K	0.06%	46
2020 Q3	$226K	Sell	1,368 -40	-3%	-$6.82K	0.05%	50
2020 Q2	$258K	Sell	1,408 -63	-4%	-$9.68K	0.06%	50
2020 Q1	$219K	Buy	1,471 +25	+2%	+$6.84K	0.06%	51
2019 Q4	$471K	Buy	+1,446	New	+$512K	0.08%	45
2019 Q3	–	Sell	-1,030	Closed	-$393K	–	32
2019 Q2	$393K	Hold	1,030	–	–	0.04%	51
2019 Q1	$393K	Buy	+1,030	New	+$396K	0.04%	51

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Alaska Wealth Advisors's BA Position: Q2 2021 in Review

Alaska Wealth Advisors sold out of Boeing (BA) in Q2 2021, closing a stake of 1,291 shares — an estimated $329K sold.

Alaska Wealth Advisors first reported a position in BA in Q1 2019 and held it in 8 quarters. The position peaked at $471K in Q4 2019. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Alaska Wealth Advisors reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Alaska Wealth Advisors sold 1,291 Boeing shares in Q2 2021, an estimated $329K.
Alaska Wealth Advisors first reported a position in Boeing in Q1 2019 and held it in 8 quarters.
Alaska Wealth Advisors's Boeing position peaked at $471K in Q4 2019.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Alaska Wealth Advisors's 13F filing for Q2 2021, filed 13 Jul 2021.