Burt Wealth Advisors’s Boeing BA Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-249	Closed	-$53K	–	115
2020 Q4	$53K	Buy	249 +30	+14%	+$5.77K	0.02%	179
2020 Q3	$36K	Sell	219 -125	-36%	-$21.3K	0.01%	195
2020 Q2	$63K	Hold	344	–	–	0.03%	159
2020 Q1	$51K	Buy	344 +125	+57%	+$34.2K	0.02%	162
2019 Q4	$71K	Hold	219	–	–	0.03%	150
2019 Q3	$83K	Hold	219	–	–	0.03%	136
2019 Q2	$80K	Hold	219	–	–	0.04%	138
2019 Q1	$84K	Hold	219	–	–	0.04%	133
2018 Q4	$71K	Hold	219	–	–	0.03%	148
2018 Q3	$81K	Hold	219	–	–	0.04%	153
2018 Q2	$74K	Hold	219	–	–	0.04%	149
2018 Q1	$72K	Sell	219 -50	-19%	-$16.9K	0.04%	152
2017 Q4	$79K	Sell	269 -124	-32%	-$33.6K	0.05%	145
2017 Q3	$100K	Buy	+393	New	+$91.6K	0.07%	125
2017 Q1	–	Sell	-473	Closed	-$74K	–	354
2016 Q4	$74K	Hold	473	–	–	0.07%	134
2016 Q3	$62K	Hold	473	–	–	0.07%	142
2016 Q2	$80K	Sell	473 -85	-15%	-$11.1K	0.09%	120
2016 Q1	$71K	Buy	558 +85	+18%	+$10.5K	0.06%	139
2015 Q4	$68K	Hold	473	–	–	0.05%	127
2015 Q3	$61K	Hold	473	–	–	0.08%	123
2015 Q2	$65K	Hold	473	–	–	0.07%	133
2015 Q1	$71K	Hold	473	–	–	0.07%	115
2014 Q4	$61K	Buy	+473	New	+$60K	0.06%	126

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Burt Wealth Advisors's BA Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Boeing (BA) in Q1 2021, closing a stake of 249 shares — an estimated $53K sold.

Burt Wealth Advisors first reported a position in BA in Q4 2014 and held it in 23 quarters. The position peaked at $100K in Q3 2017. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

Burt Wealth Advisors reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 249 Boeing shares in Q1 2021, an estimated $53K.
Burt Wealth Advisors first reported a position in Boeing in Q4 2014 and held it in 23 quarters.
Burt Wealth Advisors's Boeing position peaked at $100K in Q3 2017.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.