Cascadia Advisory Services’s Boeing BA Stock Holding History

Cascadia Advisory Services’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	$259K	Sell	1,177 -72	-6%	-$16.1K	0.05%	219
2021 Q2	$299K	Sell	1,249 -44	-3%	-$10.6K	0.06%	202
2021 Q1	$329K	Buy	+1,293	New	+$287K	0.07%	191
2020 Q3	$472K	Buy	2,856 +2	+0.1%	+$341	0.13%	161
2020 Q2	$523K	Buy	+2,854	New	+$439K	0.16%	118
2019 Q4	$828K	Buy	+2,540	New	+$899K	0.24%	111

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cascadia Advisory Services's BA Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Boeing (BA) stake by 5.8% in Q3 2021, selling an estimated $16.1K and leaving 1,177 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #219.

Cascadia Advisory Services first reported a position in BA in Q4 2019 and has held it in 6 quarters since. The position peaked at $828K in Q4 2019. 2,053 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Cascadia Advisory Services held 1,177 shares of Boeing worth $259K as of Q3 2021.
Cascadia Advisory Services sold 72 Boeing shares in Q3 2021, an estimated $16.1K.
Boeing made up 0.05% of Cascadia Advisory Services's portfolio in Q3 2021, its #219 holding.
Cascadia Advisory Services first reported a position in Boeing in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Boeing position peaked at $828K in Q4 2019.
2,053 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.