Angeles Investment Advisors’s Boeing BA Stock Holding History

Angeles 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 Q1	–	Sell	-1,380	Closed	-$278K	–	131
2021 Q4	$278K	Buy	1,380 +41	+3%	+$8.66K	0.01%	184
2021 Q3	$294K	Buy	1,339 +318	+31%	+$70.9K	0.02%	164
2021 Q2	$245K	Hold	1,021	–	–	0.02%	118
2021 Q1	$260K	Hold	1,021	–	–	0.02%	97
2020 Q4	$219K	Buy	+1,021	New	+$196K	0.02%	107
2020 Q2	–	Sell	-1,745	Closed	-$243K	–	103
2020 Q1	$243K	Sell	1,745 -485	-22%	-$133K	0.07%	83
2019 Q4	$726K	Sell	2,230 -428	-16%	-$152K	0.15%	42
2019 Q3	$1.01M	Buy	2,658 +470	+21%	+$168K	0.22%	25
2019 Q2	$796K	Buy	2,188 +1,050	+92%	+$383K	0.2%	28
2019 Q1	$434K	Sell	1,138 -93	-8%	-$35.8K	0.41%	30
2018 Q4	$397K	Buy	+1,231	New	+$425K	0.34%	24

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Investment Advisors's BA Position: Q1 2022 in Review

Angeles Investment Advisors sold out of Boeing (BA) in Q1 2022, closing a stake of 1,380 shares — an estimated $278K sold.

Angeles Investment Advisors first reported a position in BA in Q4 2018 and held it in 11 quarters. The position peaked at $1.01M in Q3 2019. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Angeles Investment Advisors reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Angeles Investment Advisors sold 1,380 Boeing shares in Q1 2022, an estimated $278K.
Angeles Investment Advisors first reported a position in Boeing in Q4 2018 and held it in 11 quarters.
Angeles Investment Advisors's Boeing position peaked at $1.01M in Q3 2019.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.