BWM
BA icon

Biltmore Wealth Management’s Boeing BA Stock Holding History

Biltmore Wealth Management’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 		– Sell
-556
Closed -$212K – 50
2019
Q3 		$212K Buy
556
+1
+0.2% +$357 0.1% 47
2019
Q2 		$202K Sell
555
-1,054
-66% -$384K 0.1% 47
2019
Q1 		$614K Buy
+1,609
New +$619K 0.33% 17
2018
Q4 		– Sell
-573
Closed -$213K – 40
2018
Q3 		$213K Buy
+573
New +$201K 0.18% 40

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

Biltmore Wealth Management's BA Position: Q4 2019 in Review

Biltmore Wealth Management sold out of Boeing (BA) in Q4 2019, closing a stake of 556 shares — an estimated $212K sold.

Biltmore Wealth Management first reported a position in BA in Q3 2018 and held it in 4 quarters. The position peaked at $614K in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Biltmore Wealth Management reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Biltmore Wealth Management sold 556 Boeing shares in Q4 2019, an estimated $212K.
  • Biltmore Wealth Management first reported a position in Boeing in Q3 2018 and held it in 4 quarters.
  • Biltmore Wealth Management's Boeing position peaked at $614K in Q1 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Biltmore Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.