B. Riley Wealth Management’s Boeing BA Stock Holding History

B. Riley 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
2022 Q2	$2.33K	Sell	17,036 -13,059	-43%	-$1.93M	﹤0.01%	198
2022 Q1	$5.76M	Sell	30,095 -8,720	-22%	-$1.75M	0.44%	55
2021 Q4	$7.81M	Buy	38,815 +7,622	+24%	+$1.61M	0.54%	40
2021 Q3	$6.86M	Sell	31,193 -279	-0.9%	-$62.2K	0.53%	49
2021 Q2	$7.54M	Sell	31,472 -695	-2%	-$168K	0.83%	32
2021 Q1	$8.19M	Buy	32,167 +5,410	+20%	+$1.2M	0.96%	28
2020 Q4	$5.73M	Sell	26,757 -6,784	-20%	-$1.3M	0.74%	38
2020 Q3	$5.54M	Buy	33,541 +9,741	+41%	+$1.66M	0.65%	41
2020 Q2	$4.36M	Sell	23,800 -12,755	-35%	-$1.96M	0.48%	55
2020 Q1	$5.45M	Buy	36,555 +33,711	+1,185%	+$9.23M	0.57%	47
2019 Q4	$927K	Sell	2,844 -73	-3%	-$25.8K	0.14%	152
2019 Q3	$1.11M	Buy	2,917 +522	+22%	+$187K	0.19%	121
2019 Q2	$872	Sell	2,395 -3,396	-59%	-$1.24M	0.13%	149
2019 Q1	$2.21M	Buy	5,791 +3,553	+159%	+$1.37M	0.38%	61
2018 Q4	$722K	Buy	2,238 +346	+18%	+$120K	0.15%	144
2018 Q3	$704K	Buy	+1,892	New	+$665K	0.17%	119
2016 Q1	–	Sell	-5,195	Closed	-$751K	–	133
2015 Q4	$751K	Sell	5,195 -293	-5%	-$42.2K	0.96%	28
2015 Q3	$718K	Buy	5,488 +111	+2%	+$15.4K	1.02%	22
2015 Q2	$745K	Sell	5,377 -349	-6%	-$50.9K	0.59%	29
2015 Q1	$859K	Sell	5,726 -4,400	-43%	-$641K	0.65%	28
2014 Q4	$1.32M	Buy	10,126 +7,900	+355%	+$1M	1.08%	13
2014 Q3	$283K	Sell	2,226 -3,350	-60%	-$422K	0.21%	138
2014 Q2	$709K	Buy	5,576 +300	+6%	+$39.2K	0.46%	42
2014 Q1	$662K	Buy	+5,276	New	+$687K	0.49%	34

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

B. Riley Wealth Management's BA Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Boeing (BA) stake by 43% in Q2 2022, selling an estimated $1.93M and leaving 17,036 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

B. Riley Wealth Management first reported a position in BA in Q1 2014 and has held it in 24 quarters since. The position peaked at $8.19M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

B. Riley Wealth Management held 17,036 shares of Boeing worth $2.33K as of Q2 2022.
B. Riley Wealth Management sold 13,059 Boeing shares in Q2 2022, an estimated $1.93M.
Boeing made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #198 holding.
B. Riley Wealth Management first reported a position in Boeing in Q1 2014 and has held it in 24 quarters since.
B. Riley Wealth Management's Boeing position peaked at $8.19M in Q1 2021.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.