AWMG
BA icon

Alliance Wealth Management Group’s Boeing BA Stock Holding History

Alliance Wealth Management 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
2018
Q1 		– Sell
-702
Closed -$207K – 73
2017
Q4 		$207K Sell
702
-702
-50% -$190K 0.1% 68
2017
Q3 		$356K Buy
+1,404
New +$327K 0.09% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alliance Wealth Management Group's BA Position: Q1 2018 in Review

Alliance Wealth Management Group sold out of Boeing (BA) in Q1 2018, closing a stake of 702 shares — an estimated $207K sold.

Alliance Wealth Management Group first reported a position in BA in Q3 2017 and held it in 2 quarters. The position peaked at $356K in Q3 2017. 1,888 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • Alliance Wealth Management Group reported no remaining Boeing position as of Q1 2018 after selling out during the quarter.
  • Alliance Wealth Management Group sold 702 Boeing shares in Q1 2018, an estimated $207K.
  • Alliance Wealth Management Group first reported a position in Boeing in Q3 2017 and held it in 2 quarters.
  • Alliance Wealth Management Group's Boeing position peaked at $356K in Q3 2017.
  • 1,888 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on Alliance Wealth Management Group's 13F filing for Q1 2018, filed 21 May 2018.