CSIA
BA icon

Charles Schwab Investment Advisory’s Boeing BA Stock Holding History

Charles Schwab Investment Advisory’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
-1,138
Closed -$218K – 102
2022
Q1 		$218K Buy
+1,138
New +$228K ﹤0.01% 103

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab Investment Advisory's BA Position: Q2 2022 in Review

Charles Schwab Investment Advisory sold out of Boeing (BA) in Q2 2022, closing a stake of 1,138 shares — an estimated $218K sold.

Charles Schwab Investment Advisory first reported a position in BA in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Charles Schwab Investment Advisory reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 1,138 Boeing shares in Q2 2022, an estimated $218K.
  • Charles Schwab Investment Advisory first reported a position in Boeing in Q1 2022 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Boeing position peaked at $218K in Q1 2022.
  • 1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.