Artemis Wealth Advisors’s Boeing BA Stock Holding History

Artemis 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
2020 Q4	–	Sell	-150	Closed	-$24.8K	–	74
2020 Q3	$24.8K	Hold	150	–	–	0.01%	52
2020 Q2	$27.5K	Hold	150	–	–	0.01%	38
2020 Q1	$22.4K	Hold	150	–	–	0.01%	39
2019 Q4	$48.9K	Hold	150	–	–	0.02%	44
2019 Q3	$57.1K	Hold	150	–	–	0.03%	14
2019 Q2	$54.6K	Hold	150	–	–	0.03%	15
2019 Q1	$57.2K	Hold	150	–	–	0.03%	14
2018 Q4	$48.4K	Hold	150	–	–	0.02%	26
2018 Q3	$55.8K	Hold	150	–	–	0.03%	16
2018 Q2	$50.3K	Hold	150	–	–	0.04%	16
2018 Q1	$49.2K	Hold	150	–	–	0.04%	17
2017 Q4	$44.2K	Hold	150	–	–	0.04%	16
2017 Q3	$38.1K	Hold	150	–	–	0.03%	16
2017 Q2	$29.7K	Hold	150	–	–	0.03%	14
2017 Q1	$26.5K	Hold	150	–	–	0.02%	15
2016 Q4	$23K	Buy	+150	New	+$21.9K	0.02%	8

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Artemis Wealth Advisors's BA Position: Q4 2020 in Review

Artemis Wealth Advisors sold out of Boeing (BA) in Q4 2020, closing a stake of 150 shares — an estimated $24.8K sold.

Artemis Wealth Advisors first reported a position in BA in Q4 2016 and held it in 16 quarters. The position peaked at $57.2K in Q1 2019. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

Artemis Wealth Advisors reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 150 Boeing shares in Q4 2020, an estimated $24.8K.
Artemis Wealth Advisors first reported a position in Boeing in Q4 2016 and held it in 16 quarters.
Artemis Wealth Advisors's Boeing position peaked at $57.2K in Q1 2019.
2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Artemis Wealth Advisors's 13F filing for Q4 2020, filed 17 Feb 2023.