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Bel Air Investment Advisors’s Boeing BA Stock Holding History

Bel Air 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
2021
Q2 		$1.38M Buy
5,758
+1,801
+46% +$435K 0.04% 157
2021
Q1 		$1.01M Buy
+3,957
New +$880K 0.03% 193
2013
Q3 		$1.66M Buy
14,138
+1,030
+8% +$111K 0.23% 45
2013
Q2 		$1.34M Buy
+13,108
New +$1.25M 0.2% 49

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bel Air Investment Advisors's BA Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Boeing (BA) stake by 46% in Q2 2021, buying an estimated $435K and bringing the position to 5,758 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #157.

Bel Air Investment Advisors first reported a position in BA in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.66M in Q3 2013. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Bel Air Investment Advisors held 5,758 shares of Boeing worth $1.38M as of Q2 2021.
  • Bel Air Investment Advisors bought 1,801 Boeing shares in Q2 2021, an estimated $435K.
  • Boeing made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #157 holding.
  • Bel Air Investment Advisors first reported a position in Boeing in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Boeing position peaked at $1.66M in Q3 2013.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.