Birchcreek Wealth Management’s Boeing BA Stock Holding History

Birchcreek 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
2022 Q1	–	Sell	-1,040	Closed	-$209K	–	112
2021 Q4	$209K	Hold	1,040	–	–	0.18%	111
2021 Q3	$229K	Buy	1,040 +200	+24%	+$44.6K	0.21%	106
2021 Q2	$201K	Buy	+840	New	+$203K	0.19%	117
2021 Q1	–	Sell	-440	Closed	-$94K	–	123
2020 Q4	$94K	Buy	+440	New	+$84.6K	0.09%	155

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birchcreek Wealth Management's BA Position: Q1 2022 in Review

Birchcreek Wealth Management sold out of Boeing (BA) in Q1 2022, closing a stake of 1,040 shares — an estimated $209K sold.

Birchcreek Wealth Management first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $229K in Q3 2021. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Birchcreek Wealth Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Birchcreek Wealth Management sold 1,040 Boeing shares in Q1 2022, an estimated $209K.
Birchcreek Wealth Management first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
Birchcreek Wealth Management's Boeing position peaked at $229K in Q3 2021.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Birchcreek Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.