BIA
BA icon

Barry Investment Advisors’s Boeing BA Stock Holding History

Barry Investment 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
2022
Q2 		– Sell
-1,322
Closed -$253K – 117
2022
Q1 		$253K Hold
1,322
– – 0.07% 111
2021
Q4 		$266K Hold
1,322
– – 0.07% 108
2021
Q3 		$291K Hold
1,322
– – 0.08% 91
2021
Q2 		$317K Sell
1,322
-10
-0.8% -$2.42K 0.08% 87
2021
Q1 		$339K Buy
1,332
+126
+10% +$28K 0.09% 84
2020
Q4 		$258K Buy
+1,206
New +$232K 0.08% 90

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barry Investment Advisors's BA Position: Q2 2022 in Review

Barry Investment Advisors sold out of Boeing (BA) in Q2 2022, closing a stake of 1,322 shares — an estimated $253K sold.

Barry Investment Advisors first reported a position in BA in Q4 2020 and held it in 6 quarters. The position peaked at $339K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Barry Investment Advisors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 1,322 Boeing shares in Q2 2022, an estimated $253K.
  • Barry Investment Advisors first reported a position in Boeing in Q4 2020 and held it in 6 quarters.
  • Barry Investment Advisors's Boeing position peaked at $339K in Q1 2021.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Barry Investment Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.