Altium Wealth Management’s Boeing BA Stock Holding History

Altium 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
2022 Q2	$654K	Sell	4,780 -1,654	-26%	-$244K	0.05%	204
2022 Q1	$1.23M	Buy	6,434 +811	+14%	+$163K	0.08%	135
2021 Q4	$1.13M	Sell	5,623 -867	-13%	-$183K	0.07%	141
2021 Q3	$1.43M	Buy	6,490 +428	+7%	+$95.5K	0.1%	102
2021 Q2	$1.45M	Buy	6,062 +112	+2%	+$27.1K	0.11%	99
2021 Q1	$1.52M	Buy	5,950 +467	+9%	+$104K	0.12%	94
2020 Q4	$1.17M	Buy	5,483 +916	+20%	+$176K	0.1%	101
2020 Q3	$755K	Buy	4,567 +145	+3%	+$24.7K	0.08%	116
2020 Q2	$811K	Buy	4,422 +243	+6%	+$37.4K	0.09%	109
2020 Q1	$623K	Buy	4,179 +1,182	+39%	+$324K	0.09%	119
2019 Q4	$976K	Sell	2,997 -59	-2%	-$20.9K	0.12%	99
2019 Q3	$1.16M	Buy	3,056 +138	+5%	+$49.3K	0.16%	76
2019 Q2	$1.06M	Buy	2,918 +169	+6%	+$61.6K	0.15%	78
2019 Q1	$1.05M	Sell	2,749 -871	-24%	-$335K	0.17%	75
2018 Q4	$1.17M	Buy	3,620 +55	+2%	+$19K	0.22%	65
2018 Q3	$1.33M	Buy	3,565 +567	+19%	+$199K	0.25%	64
2018 Q2	$1.01M	Buy	2,998 +65	+2%	+$22.4K	0.27%	75
2018 Q1	$961K	Buy	2,933 +428	+17%	+$145K	0.38%	47
2017 Q4	$739K	Buy	+2,505	New	+$678K	0.34%	56

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Altium Wealth Management's BA Position: Q2 2022 in Review

Altium Wealth Management reduced its Boeing (BA) stake by 26% in Q2 2022, selling an estimated $244K and leaving 4,780 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #204.

Altium Wealth Management first reported a position in BA in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Altium Wealth Management held 4,780 shares of Boeing worth $654K as of Q2 2022.
Altium Wealth Management sold 1,654 Boeing shares in Q2 2022, an estimated $244K.
Boeing made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #204 holding.
Altium Wealth Management first reported a position in Boeing in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Boeing position peaked at $1.52M in Q1 2021.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.