Clear Perspective Advisors’s Boeing BA Stock Holding History

Clear Perspective Advisors’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
2020 Q1	–	Sell	-1,557	Closed	-$507K	–	113
2019 Q4	$507K	Buy	1,557 +231	+17%	+$81.8K	0.31%	80
2019 Q3	$505K	Buy	1,326 +24	+2%	+$8.58K	0.23%	81
2019 Q2	$474K	Buy	1,302 +288	+28%	+$105K	0.3%	82
2019 Q1	$387K	Buy	+1,014	New	+$390K	0.27%	93
2018 Q3	–	Sell	-253	Closed	-$85K	–	163
2018 Q2	$85K	Hold	253	–	–	0.06%	202
2018 Q1	$83K	Sell	253 -291	-53%	-$98.3K	0.06%	205
2017 Q4	$160K	Sell	544 -49	-8%	-$13.3K	0.12%	154
2017 Q3	$151K	Buy	593 +22	+4%	+$5.13K	0.12%	151
2017 Q2	$113K	Buy	571 +135	+31%	+$25.1K	0.1%	161
2017 Q1	$77K	Sell	436 -696	-61%	-$119K	0.05%	180
2016 Q4	$176K	Buy	+1,132	New	+$165K	0.12%	132

Other funds holding BA

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Clear Perspective Advisors's BA Position: Q1 2020 in Review

Clear Perspective Advisors sold out of Boeing (BA) in Q1 2020, closing a stake of 1,557 shares — an estimated $507K sold.

Clear Perspective Advisors first reported a position in BA in Q4 2016 and held it in 11 quarters. The position peaked at $507K in Q4 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Clear Perspective Advisors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Clear Perspective Advisors sold 1,557 Boeing shares in Q1 2020, an estimated $507K.
Clear Perspective Advisors first reported a position in Boeing in Q4 2016 and held it in 11 quarters.
Clear Perspective Advisors's Boeing position peaked at $507K in Q4 2019.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Clear Perspective Advisors's 13F filing for Q1 2020, filed 13 May 2020.