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Bickling Financial Services’s Boeing BA Stock Holding History

Bickling Financial Services’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
Q4 		$542K Hold
2,843
– – 0.34% 54
2022
Q3 		$345K Hold
2,843
– – 0.23% 81
2022
Q2 		$389K Hold
2,843
– – 0.25% 76
2022
Q1 		$544K Sell
2,843
-478
-14% -$95.9K 0.28% 67
2021
Q4 		$669K Hold
3,321
– – 0.32% 55
2021
Q3 		$730K Buy
3,321
+716
+27% +$160K 0.37% 50
2021
Q2 		$624K Buy
+2,605
New +$630K 0.28% 57

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bickling Financial Services's BA Position: Q4 2022 in Review

Bickling Financial Services held its Boeing (BA) position steady in Q4 2022 at 2,843 shares worth $542K. The position accounts for 0.34% of the portfolio, ranked #54.

Bickling Financial Services first reported a position in BA in Q2 2021 and has held it in 7 quarters since. The position peaked at $730K in Q3 2021. 2,133 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Bickling Financial Services held 2,843 shares of Boeing worth $542K as of Q4 2022.
  • Bickling Financial Services left its Boeing share count unchanged in Q4 2022.
  • Boeing made up 0.34% of Bickling Financial Services's portfolio in Q4 2022, its #54 holding.
  • Bickling Financial Services first reported a position in Boeing in Q2 2021 and has held it in 7 quarters since.
  • Bickling Financial Services's Boeing position peaked at $730K in Q3 2021.
  • 2,133 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.