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Asset Planning Services (Pennsylvania)’s Boeing BA Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-332
Closed -$126K – 86
2019
Q3 		$126K Buy
332
+2
+0.6% +$715 0.05% 88
2019
Q2 		$120K Buy
330
+2
+0.6% +$729 0.05% 86
2019
Q1 		$125K Buy
328
+1
+0.3% +$385 0.06% 85
2018
Q4 		$105K Buy
327
+2
+0.6% +$691 0.05% 88
2018
Q3 		$121K Buy
325
+2
+0.6% +$703 0.06% 82
2018
Q2 		$109K Buy
323
+1
+0.3% +$344 0.05% 89
2018
Q1 		$106K Buy
322
+2
+0.6% +$676 0.05% 90
2017
Q4 		$94K Buy
320
+1
+0.3% +$271 0.05% 107
2017
Q3 		$81K Buy
319
+2
+0.6% +$466 0.04% 115
2017
Q2 		$63K Buy
317
+3
+1% +$559 0.04% 122
2017
Q1 		$56K Sell
314
-286
-48% -$48.7K 0.04% 137
2016
Q4 		$93K Hold
600
– – 0.07% 97
2016
Q3 		$79K Sell
600
-800
-57% -$105K 0.07% 102
2016
Q2 		$182K Hold
1,400
– – 0.16% 66
2016
Q1 		$178K Buy
+1,400
New +$174K 0.16% 69

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s BA Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Boeing (BA) in Q4 2019, closing a stake of 332 shares — an estimated $126K sold.

Asset Planning Services (Pennsylvania) first reported a position in BA in Q1 2016 and held it in 15 quarters. The position peaked at $182K in Q2 2016. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 332 Boeing shares in Q4 2019, an estimated $126K.
  • Asset Planning Services (Pennsylvania) first reported a position in Boeing in Q1 2016 and held it in 15 quarters.
  • Asset Planning Services (Pennsylvania)'s Boeing position peaked at $182K in Q2 2016.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.