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

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Wealth Management's BA Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Boeing (BA) stake by 12% in Q3 2020, buying an estimated $37.5K and bringing the position to 2,070 shares worth $342K. The position accounts for 0.27% of the portfolio, ranked #73.

Blue Chip Wealth Management first reported a position in BA in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2018. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

Blue Chip Wealth Management held 2,070 shares of Boeing worth $342K as of Q3 2020.
Blue Chip Wealth Management bought 220 Boeing shares in Q3 2020, an estimated $37.5K.
Boeing made up 0.27% of Blue Chip Wealth Management's portfolio in Q3 2020, its #73 holding.
Blue Chip Wealth Management first reported a position in Boeing in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's Boeing position peaked at $1.15M in Q4 2018.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.