Cathie Wood’s Boeing BA Stock Holding History

Cathie Wood’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	-30,281	Closed	-$6.4M	–	363
2021 Q3	$6.66M	Sell	30,281 -43,775	-59%	-$9.76M	0.02%	161
2021 Q2	$17.7M	Buy	74,056 +65,066	+724%	+$15.7M	0.03%	170
2021 Q1	$2.29M	Buy	+8,990	New	+$2M	﹤0.01%	249

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cathie Wood's BA Position: Q4 2021 in Review

Cathie Wood sold out of Boeing (BA) in Q4 2021, closing a stake of 30,281 shares — an estimated $6.4M sold.

Cathie Wood first reported a position in BA in Q1 2021 and held it in 3 quarters. The position peaked at $17.7M in Q2 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Cathie Wood reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Cathie Wood sold 30,281 Boeing shares in Q4 2021, an estimated $6.4M.
Cathie Wood first reported a position in Boeing in Q1 2021 and held it in 3 quarters.
Cathie Wood's Boeing position peaked at $17.7M in Q2 2021.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on ARK Investment Management's 13F filing for Q4 2021, filed 28 Jan 2022.