BCWM
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Blue Chip Wealth Management’s Boeing BA Stock Holding History

Blue Chip 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
2020
Q3 		$342K Buy
2,070
+220
+12% +$37.5K 0.27% 73
2020
Q2 		$339K Buy
1,850
+409
+28% +$62.9K 0.32% 70
2020
Q1 		$215K Buy
1,441
+166
+13% +$45.4K 0.27% 81
2019
Q4 		$415K Buy
1,275
+366
+40% +$130K 0.38% 62
2019
Q3 		$346K Buy
909
+61
+7% +$21.8K 0.36% 67
2019
Q2 		$309K Buy
848
+146
+21% +$53.2K 0.33% 70
2019
Q1 		$268K Sell
702
-2,874
-80% -$1.11M 0.3% 79
2018
Q4 		$1.15M Buy
3,576
+678
+23% +$234K 1.51% 20
2018
Q3 		$1.08M Buy
2,898
+90
+3% +$31.6K 1.09% 31
2018
Q2 		$942K Buy
2,808
+262
+10% +$90.1K 1.02% 31
2018
Q1 		$835K Buy
+2,546
New +$860K 0.85% 34

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return