Capital Planning Advisors’s Boeing BA Stock Holding History

Capital Planning 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
2022 Q2	–	Sell	-9,989	Closed	-$1.91M	–	141
2022 Q1	$1.91M	Sell	9,989 -30	-0.3%	-$6.02K	0.41%	62
2021 Q4	$2.02M	Sell	10,019 -1,543	-13%	-$326K	0.38%	65
2021 Q3	$2.54M	Sell	11,562 -1,350	-10%	-$301K	0.53%	49
2021 Q2	$3.09M	Sell	12,912 -185	-1%	-$44.7K	0.63%	41
2021 Q1	$3.34M	Buy	13,097 +10,596	+424%	+$2.36M	0.75%	37
2020 Q4	$535K	Buy	+2,501	New	+$481K	0.13%	96
2020 Q3	–	Sell	-12,180	Closed	-$2.23M	–	123
2020 Q2	$2.23M	Buy	+12,180	New	+$1.87M	0.66%	44
2016 Q1	–	Sell	-1,763	Closed	-$255K	–	99
2015 Q4	$255K	Buy	1,763 +58	+3%	+$8.35K	0.15%	90
2015 Q3	$223K	Buy	1,705 +153	+10%	+$21.2K	0.15%	94
2015 Q2	$215K	Hold	1,552	–	–	0.13%	100
2015 Q1	$233K	Hold	1,552	–	–	0.16%	90
2014 Q4	$202K	Buy	+1,552	New	+$197K	0.18%	86

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Planning Advisors's BA Position: Q2 2022 in Review

Capital Planning Advisors sold out of Boeing (BA) in Q2 2022, closing a stake of 9,989 shares — an estimated $1.91M sold.

Capital Planning Advisors first reported a position in BA in Q4 2014 and held it in 12 quarters. The position peaked at $3.34M in Q1 2021. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Capital Planning Advisors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Capital Planning Advisors sold 9,989 Boeing shares in Q2 2022, an estimated $1.91M.
Capital Planning Advisors first reported a position in Boeing in Q4 2014 and held it in 12 quarters.
Capital Planning Advisors's Boeing position peaked at $3.34M in Q1 2021.
1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.