Chessman Wealth Strategies RIA’s Boeing BA Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q2	–	Sell	-823	Closed	-$314K	–	15
2019 Q1	$314K	Hold	823	–	–	0.27%	14
2018 Q4	$265K	Hold	823	–	–	0.28%	17
2018 Q3	$306K	Hold	823	–	–	0.27%	21
2018 Q2	$276K	Hold	823	–	–	0.24%	19
2018 Q1	$270K	Buy	+823	New	+$278K	0.34%	21

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Chessman Wealth Strategies RIA's BA Position: Q2 2019 in Review

Chessman Wealth Strategies RIA sold out of Boeing (BA) in Q2 2019, closing a stake of 823 shares — an estimated $314K sold.

Chessman Wealth Strategies RIA first reported a position in BA in Q1 2018 and held it in 5 quarters. The position peaked at $314K in Q1 2019. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

Chessman Wealth Strategies RIA reported no remaining Boeing position as of Q2 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 823 Boeing shares in Q2 2019, an estimated $314K.
Chessman Wealth Strategies RIA first reported a position in Boeing in Q1 2018 and held it in 5 quarters.
Chessman Wealth Strategies RIA's Boeing position peaked at $314K in Q1 2019.
2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q2 2019, filed 19 Jul 2019.