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Berman Capital Advisors’s Boeing BA Stock Holding History

Berman Capital 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
Q3 		$285K Sell
1,298
-188
-13% -$41.9K 0.04% 210
2021
Q2 		$356K Buy
1,486
+383
+35% +$92.6K 0.06% 156
2021
Q1 		$280K Buy
1,103
+103
+10% +$22.9K 0.06% 154
2020
Q4 		$213K Sell
1,000
-94
-9% -$18.1K 0.05% 155
2020
Q3 		$180K Buy
1,094
+3
+0.3% +$511 0.05% 155
2020
Q2 		$199K Buy
1,091
+100
+10% +$15.4K 0.05% 144
2020
Q1 		$147K Sell
991
-374
-27% -$102K 0.05% 149
2019
Q4 		$444K Buy
1,365
+11
+0.8% +$3.89K 0.13% 76
2019
Q3 		$515K Buy
1,354
+15
+1% +$5.36K 0.16% 67
2019
Q2 		$487K Buy
1,339
+67
+5% +$24.4K 0.16% 64
2019
Q1 		$485K Sell
1,272
-590
-32% -$227K 0.16% 67
2018
Q4 		$598K Sell
1,862
-53
-3% -$18.3K 0.23% 47
2018
Q3 		$712K Buy
1,915
+111
+6% +$39K 0.3% 42
2018
Q2 		$606K Buy
1,804
+61
+3% +$21K 0.21% 52
2018
Q1 		$572K Buy
1,743
+24
+1% +$8.11K 0.22% 52
2017
Q4 		$507K Buy
+1,719
New +$465K 0.17% 56

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

Berman Capital Advisors's BA Position: Q3 2021 in Review

Berman Capital Advisors reduced its Boeing (BA) stake by 13% in Q3 2021, selling an estimated $41.9K and leaving 1,298 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #210.

Berman Capital Advisors first reported a position in BA in Q4 2017 and has held it in 16 quarters since. The position peaked at $712K in Q3 2018. 2,053 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Berman Capital Advisors held 1,298 shares of Boeing worth $285K as of Q3 2021.
  • Berman Capital Advisors sold 188 Boeing shares in Q3 2021, an estimated $41.9K.
  • Boeing made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #210 holding.
  • Berman Capital Advisors first reported a position in Boeing in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Boeing position peaked at $712K in Q3 2018.
  • 2,053 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.