Beacon Financial Advisory’s Boeing BA Stock Holding History

Beacon Financial Advisory’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	-1,445	Closed	-$277K	–	221
2022 Q1	$277K	Buy	+1,445	New	+$290K	0.13%	191
2021 Q4	–	Sell	-944	Closed	-$208K	–	244
2021 Q3	$208K	Hold	944	–	–	0.11%	221
2021 Q2	$226K	Buy	944 +100	+12%	+$24.2K	0.12%	202
2021 Q1	$215K	Buy	+844	New	+$188K	0.12%	201
2020 Q2	–	Sell	-1,359	Closed	-$202K	–	149
2020 Q1	$202K	Buy	+1,359	New	+$372K	0.26%	125

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

Beacon Financial Advisory's BA Position: Q2 2022 in Review

Beacon Financial Advisory sold out of Boeing (BA) in Q2 2022, closing a stake of 1,445 shares — an estimated $277K sold.

Beacon Financial Advisory first reported a position in BA in Q1 2020 and held it in 5 quarters. The position peaked at $277K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Beacon Financial Advisory reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Beacon Financial Advisory sold 1,445 Boeing shares in Q2 2022, an estimated $277K.
Beacon Financial Advisory first reported a position in Boeing in Q1 2020 and held it in 5 quarters.
Beacon Financial Advisory's Boeing position peaked at $277K in Q1 2022.
1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Beacon Financial Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.