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American Portfolios Advisors’s Boeing BA Stock Holding History

American Portfolios 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
Q3 		$2M Buy
16,543
+2,894
+21% +$444K 0.08% 243
2022
Q2 		$1.87M Sell
13,649
-1,267
-8% -$187K 0.08% 257
2022
Q1 		$2.86M Buy
14,916
+1,110
+8% +$223K 0.1% 216
2021
Q4 		$2.78M Buy
13,806
+40
+0.3% +$8.45K 0.09% 211
2021
Q3 		$3.03M Sell
13,766
-466
-3% -$104K 0.11% 183
2021
Q2 		$3.41M Sell
14,232
-1,560
-10% -$377K 0.13% 150
2021
Q1 		$4.02M Buy
15,792
+1,758
+13% +$391K 0.18% 107
2020
Q4 		$3M Sell
14,034
-691
-5% -$133K 0.15% 129
2020
Q3 		$2.43M Buy
14,725
+799
+6% +$136K 0.14% 142
2020
Q2 		$2.55M Buy
13,926
+7,427
+114% +$1.14M 0.17% 131
2020
Q1 		$969K Sell
6,499
-3,940
-38% -$1.08M 0.08% 227
2019
Q4 		$3.4M Sell
10,439
-310
-3% -$110K 0.24% 95
2019
Q3 		$4.09M Sell
10,749
-819
-7% -$293K 0.34% 64
2019
Q2 		$4.21M Sell
11,568
-1,938
-14% -$707K 0.35% 62
2019
Q1 		$5.15M Buy
13,506
+1,421
+12% +$547K 0.49% 40
2018
Q4 		$3.9M Buy
12,085
+3,488
+41% +$1.21M 0.48% 44
2018
Q3 		$3.2M Buy
8,597
+1,114
+15% +$391K 0.37% 58
2018
Q2 		$2.51M Sell
7,483
-461
-6% -$159K 0.34% 58
2018
Q1 		$2.6M Buy
7,944
+3,137
+65% +$1.06M 0.39% 54
2017
Q4 		$1.42M Buy
+4,807
New +$1.3M 0.22% 97

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

American Portfolios Advisors's BA Position: Q3 2022 in Review

American Portfolios Advisors increased its Boeing (BA) stake by 21% in Q3 2022, buying an estimated $444K and bringing the position to 16,543 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #243.

American Portfolios Advisors first reported a position in BA in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.15M in Q1 2019. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • American Portfolios Advisors held 16,543 shares of Boeing worth $2M as of Q3 2022.
  • American Portfolios Advisors bought 2,894 Boeing shares in Q3 2022, an estimated $444K.
  • Boeing made up 0.08% of American Portfolios Advisors's portfolio in Q3 2022, its #243 holding.
  • American Portfolios Advisors first reported a position in Boeing in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Boeing position peaked at $5.15M in Q1 2019.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.