Cassia Capital Partners’s Boeing BA Stock Holding History

Cassia Capital 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 Q4	–	Sell	-7,878	Closed	-$1.73M	–	74
2021 Q3	$1.73M	Buy	+7,878	New	+$1.76M	1.19%	32

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

Cassia Capital Partners's BA Position: Q4 2021 in Review

Cassia Capital Partners sold out of Boeing (BA) in Q4 2021, closing a stake of 7,878 shares — an estimated $1.73M sold.

Cassia Capital Partners first reported a position in BA in Q3 2021 and held it in 1 quarter. The position peaked at $1.73M in Q3 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Cassia Capital Partners reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Cassia Capital Partners sold 7,878 Boeing shares in Q4 2021, an estimated $1.73M.
Cassia Capital Partners first reported a position in Boeing in Q3 2021 and held it in 1 quarter.
Cassia Capital Partners's Boeing position peaked at $1.73M in Q3 2021.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.