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Beacon Pointe Wealth Advisors’s Boeing BA Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$1.21M Sell
3,699
-734
-17% -$260K 0.22% 91
2019
Q3 		$1.69M Buy
4,433
+546
+14% +$195K 0.36% 68
2019
Q2 		$1.41M Buy
3,887
+32
+0.8% +$11.7K 0.3% 74
2019
Q1 		$1.47M Buy
3,855
+456
+13% +$176K 0.34% 64
2018
Q4 		$1.1M Buy
+3,399
New +$1.17M 0.4% 61

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

Beacon Pointe Wealth Advisors's BA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Boeing (BA) stake by 17% in Q4 2019, selling an estimated $260K and leaving 3,699 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #91.

Beacon Pointe Wealth Advisors first reported a position in BA in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.69M in Q3 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,699 shares of Boeing worth $1.21M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 734 Boeing shares in Q4 2019, an estimated $260K.
  • Boeing made up 0.22% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #91 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Boeing in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Boeing position peaked at $1.69M in Q3 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.