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BCS Wealth Management’s Boeing BA Stock Holding History

BCS 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
Q3 		– Sell
-1,576
Closed -$216K – 180
2022
Q2 		$216K Buy
+1,576
New +$232K 0.1% 168
2022
Q1 		– Sell
-1,672
Closed -$337K – 191
2021
Q4 		$337K Buy
+1,672
New +$353K 0.12% 147

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

BCS Wealth Management's BA Position: Q3 2022 in Review

BCS Wealth Management sold out of Boeing (BA) in Q3 2022, closing a stake of 1,576 shares — an estimated $216K sold.

BCS Wealth Management first reported a position in BA in Q4 2021 and held it in 2 quarters. The position peaked at $337K in Q4 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • BCS Wealth Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
  • BCS Wealth Management sold 1,576 Boeing shares in Q3 2022, an estimated $216K.
  • BCS Wealth Management first reported a position in Boeing in Q4 2021 and held it in 2 quarters.
  • BCS Wealth Management's Boeing position peaked at $337K in Q4 2021.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on BCS Wealth Management's 13F filing for Q3 2022, filed 7 Oct 2022.