Aries Wealth Management’s Boeing BA Stock Holding History

Aries 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
2019 Q1	–	Sell	-1,677	Closed	-$541K	–	156
2018 Q4	$541K	Hold	1,677	–	–	0.57%	57
2018 Q3	$624K	Hold	1,677	–	–	0.56%	56
2018 Q2	$598K	Hold	1,677	–	–	0.55%	55
2018 Q1	$562K	Hold	1,677	–	–	0.54%	54
2017 Q4	$566K	Buy	+1,677	New	+$454K	0.52%	56

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aries Wealth Management's BA Position: Q1 2019 in Review

Aries Wealth Management sold out of Boeing (BA) in Q1 2019, closing a stake of 1,677 shares — an estimated $541K sold.

Aries Wealth Management first reported a position in BA in Q4 2017 and held it in 5 quarters. The position peaked at $624K in Q3 2018. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2019.

Aries Wealth Management reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
Aries Wealth Management sold 1,677 Boeing shares in Q1 2019, an estimated $541K.
Aries Wealth Management first reported a position in Boeing in Q4 2017 and held it in 5 quarters.
Aries Wealth Management's Boeing position peaked at $624K in Q3 2018.
2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on Aries Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.