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Altavista Wealth Management’s Boeing BA Stock Holding History

Altavista 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
2020
Q1 		– Sell
-632
Closed -$206K – 155
2019
Q4 		$206K Buy
632
+31
+5% +$11K 0.06% 165
2019
Q3 		$229K Hold
601
– – 0.07% 155
2019
Q2 		$219K Buy
601
+50
+9% +$18.2K 0.07% 155
2019
Q1 		$210K Buy
+551
New +$212K 0.07% 151
2018
Q4 		– Sell
-576
Closed -$214K – 147
2018
Q3 		$214K Buy
+576
New +$202K 0.08% 144
2018
Q2 		– Sell
-876
Closed -$287K – 145
2018
Q1 		$287K Hold
876
– – 0.12% 121
2017
Q4 		$258K Buy
+876
New +$237K 0.11% 129

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Altavista Wealth Management's BA Position: Q1 2020 in Review

Altavista Wealth Management sold out of Boeing (BA) in Q1 2020, closing a stake of 632 shares — an estimated $206K sold.

Altavista Wealth Management first reported a position in BA in Q4 2017 and held it in 7 quarters. The position peaked at $287K in Q1 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Altavista Wealth Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Altavista Wealth Management sold 632 Boeing shares in Q1 2020, an estimated $206K.
  • Altavista Wealth Management first reported a position in Boeing in Q4 2017 and held it in 7 quarters.
  • Altavista Wealth Management's Boeing position peaked at $287K in Q1 2018.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Altavista Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.