Bernardo Wealth Planning’s Boeing BA Stock Holding History

Bernardo Wealth Planning’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 Q4	–	Sell	-1,186	Closed	-$260K	–	87
2021 Q3	$260K	Buy	+1,186	New	+$265K	0.15%	64
2021 Q1	–	Sell	-3,657	Closed	-$782K	–	85
2020 Q4	$782K	Sell	3,657 -1,331	-27%	-$256K	0.3%	68
2020 Q3	$824K	Sell	4,988 -1,039	-17%	-$177K	0.37%	55
2020 Q2	$1.1M	Buy	6,027 +1,205	+25%	+$185K	0.59%	36
2020 Q1	$719K	Buy	4,822 +848	+21%	+$232K	0.5%	53
2019 Q4	$1.29M	Buy	3,974 +186	+5%	+$65.8K	0.79%	34
2019 Q3	$1.44M	Sell	3,788 -541	-12%	-$193K	1.04%	24
2019 Q2	$1.58M	Buy	4,329 +305	+8%	+$111K	1.23%	19
2019 Q1	$1.53M	Buy	4,024 +953	+31%	+$367K	1.22%	20
2018 Q4	$990K	Buy	+3,071	New	+$1.06M	0.88%	29

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bernardo Wealth Planning's BA Position: Q4 2021 in Review

Bernardo Wealth Planning sold out of Boeing (BA) in Q4 2021, closing a stake of 1,186 shares — an estimated $260K sold.

Bernardo Wealth Planning first reported a position in BA in Q4 2018 and held it in 10 quarters. The position peaked at $1.58M in Q2 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Bernardo Wealth Planning reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 1,186 Boeing shares in Q4 2021, an estimated $260K.
Bernardo Wealth Planning first reported a position in Boeing in Q4 2018 and held it in 10 quarters.
Bernardo Wealth Planning's Boeing position peaked at $1.58M in Q2 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Bernardo Wealth Planning's 13F filing for Q4 2021, filed 27 Jan 2022.