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BSW Wealth Partners’s Boeing BA Stock Holding History

BSW Wealth Partners’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
2021
Q3 		– Sell
-1,815
Closed -$435K – 250
2021
Q2 		$435K Hold
1,815
– – 0.12% 110
2021
Q1 		$462K Buy
1,815
+112
+7% +$24.9K 0.13% 93
2020
Q4 		$365K Buy
+1,703
New +$327K 0.11% 105

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BSW Wealth Partners's BA Position: Q3 2021 in Review

BSW Wealth Partners sold out of Boeing (BA) in Q3 2021, closing a stake of 1,815 shares — an estimated $435K sold.

BSW Wealth Partners first reported a position in BA in Q4 2020 and held it in 3 quarters. The position peaked at $462K in Q1 2021. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • BSW Wealth Partners reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 1,815 Boeing shares in Q3 2021, an estimated $435K.
  • BSW Wealth Partners first reported a position in Boeing in Q4 2020 and held it in 3 quarters.
  • BSW Wealth Partners's Boeing position peaked at $462K in Q1 2021.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.