Campbell Wealth Management’s Boeing BA Stock Holding History

Campbell 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
2021 Q4	–	Sell	-919	Closed	-$202K	–	80
2021 Q3	$202K	Buy	+919	New	+$205K	0.03%	75
2020 Q3	–	Sell	-647	Closed	-$119K	–	87
2020 Q2	$119K	Buy	+647	New	+$99.5K	0.02%	83
2020 Q1	–	Sell	-945	Closed	-$308K	–	52
2019 Q4	$308K	Sell	945 -118	-11%	-$41.8K	0.06%	43
2019 Q3	$404K	Sell	1,063 -8	-0.7%	-$2.86K	0.09%	30
2019 Q2	$390K	Sell	1,071 -5	-0.5%	-$1.82K	0.09%	31
2019 Q1	$410K	Sell	1,076 -124	-10%	-$47.7K	0.11%	27
2018 Q4	$387K	Buy	+1,200	New	+$415K	0.12%	27

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

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

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

Campbell Wealth Management's BA Position: Q4 2021 in Review

Campbell Wealth Management sold out of Boeing (BA) in Q4 2021, closing a stake of 919 shares — an estimated $202K sold.

Campbell Wealth Management first reported a position in BA in Q4 2018 and held it in 7 quarters. The position peaked at $410K in Q1 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Campbell Wealth Management reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Campbell Wealth Management sold 919 Boeing shares in Q4 2021, an estimated $202K.
Campbell Wealth Management first reported a position in Boeing in Q4 2018 and held it in 7 quarters.
Campbell Wealth Management's Boeing position peaked at $410K in Q1 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Campbell Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.