ARS Wealth Advisors’s Boeing BA Stock Holding History

ARS Wealth 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
2021 Q2	$243K	Hold	1,015	–	–	0.04%	125
2021 Q1	$258K	Sell	1,015 -88	-8%	-$19.6K	0.06%	106
2020 Q4	$236K	Buy	+1,103	New	+$212K	0.05%	104
2020 Q3	–	Sell	-1,268	Closed	-$232K	–	108
2020 Q2	$232K	Buy	+1,268	New	+$195K	0.07%	86
2020 Q1	–	Sell	-1,827	Closed	-$595K	–	92
2019 Q4	$595K	Sell	1,827 -1,177	-39%	-$417K	0.17%	59
2019 Q3	$1.14M	Buy	3,004 +52	+2%	+$18.6K	0.36%	43
2019 Q2	$1.07M	Buy	2,952 +376	+15%	+$137K	0.34%	42
2019 Q1	$983K	Sell	2,576 -589	-19%	-$227K	0.31%	45
2018 Q4	$1.02M	Buy	3,165 +35	+1%	+$12.1K	0.37%	42
2018 Q3	$1.16M	Buy	3,130 +200	+7%	+$70.3K	0.39%	42
2018 Q2	$983K	Sell	2,930 -100	-3%	-$34.4K	0.35%	45
2018 Q1	$993K	Buy	3,030 +273	+10%	+$92.2K	0.37%	43
2017 Q4	$813K	Buy	2,757 +11	+0.4%	+$2.98K	0.3%	56
2017 Q3	$698K	Buy	2,746 +25	+0.9%	+$5.83K	0.27%	60
2017 Q2	$538K	Buy	2,721 +1	+0%	+$186	0.22%	63
2017 Q1	$481K	Buy	+2,720	New	+$463K	0.21%	62

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ARS Wealth Advisors's BA Position: Q2 2021 in Review

ARS Wealth Advisors held its Boeing (BA) position steady in Q2 2021 at 1,015 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #125.

ARS Wealth Advisors first reported a position in BA in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.16M in Q3 2018. 2,116 funds tracked by Wall St. Rank hold BA as of Q2 2021.

ARS Wealth Advisors held 1,015 shares of Boeing worth $243K as of Q2 2021.
ARS Wealth Advisors left its Boeing share count unchanged in Q2 2021.
Boeing made up 0.04% of ARS Wealth Advisors's portfolio in Q2 2021, its #125 holding.
ARS Wealth Advisors first reported a position in Boeing in Q1 2017 and has held it in 16 quarters since.
ARS Wealth Advisors's Boeing position peaked at $1.16M in Q3 2018.
2,116 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.