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Alera Investment Advisors’s Boeing BA Stock Holding History

Alera Investment 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
2022
Q2 		– Sell
-1,747
Closed -$335K – 184
2022
Q1 		$335K Buy
1,747
+327
+23% +$65.6K 0.08% 137
2021
Q4 		$286K Sell
1,420
-201
-12% -$42.5K 0.08% 86
2021
Q3 		$357K Sell
1,621
-34
-2% -$7.58K 0.11% 65
2021
Q2 		$396K Buy
1,655
+112
+7% +$27.1K 0.12% 62
2021
Q1 		$393K Hold
1,543
– – 0.13% 59
2020
Q4 		$330K Buy
1,543
+201
+15% +$38.6K 0.12% 57
2020
Q3 		$222K Sell
1,342
-85
-6% -$14.5K 0.09% 73
2020
Q2 		$262K Hold
1,427
– – 0.14% 59
2020
Q1 		$213K Sell
1,427
-216
-13% -$59.1K 0.13% 60
2019
Q4 		$535K Sell
1,643
-316
-16% -$112K 0.24% 36
2019
Q3 		$745K Sell
1,959
-166
-8% -$59.3K 0.37% 30
2019
Q2 		$774K Buy
2,125
+27
+1% +$9.85K 0.4% 27
2019
Q1 		$800K Sell
2,098
-54
-3% -$20.8K 0.39% 26
2018
Q4 		$694K Buy
+2,152
New +$743K 0.42% 34

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

Alera Investment Advisors's BA Position: Q2 2022 in Review

Alera Investment Advisors sold out of Boeing (BA) in Q2 2022, closing a stake of 1,747 shares — an estimated $335K sold.

Alera Investment Advisors first reported a position in BA in Q4 2018 and held it in 14 quarters. The position peaked at $800K in Q1 2019. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Alera Investment Advisors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 1,747 Boeing shares in Q2 2022, an estimated $335K.
  • Alera Investment Advisors first reported a position in Boeing in Q4 2018 and held it in 14 quarters.
  • Alera Investment Advisors's Boeing position peaked at $800K in Q1 2019.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Alera Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.