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Compass Financial Advisors’s Boeing BA Stock Holding History

Compass Financial 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
2022
Q4 		– Sell
-1,858
Closed -$225K – 128
2022
Q3 		$225K Buy
1,858
+11
+0.6% +$1.69K 0.33% 100
2022
Q2 		$253K Sell
1,847
-912
-33% -$135K 0.34% 100
2022
Q1 		$528K Sell
2,759
-703
-20% -$141K 0.58% 57
2021
Q4 		$697K Buy
+3,462
New +$731K 0.77% 46

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compass Financial Advisors's BA Position: Q4 2022 in Review

Compass Financial Advisors sold out of Boeing (BA) in Q4 2022, closing a stake of 1,858 shares — an estimated $225K sold.

Compass Financial Advisors first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $697K in Q4 2021. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Compass Financial Advisors reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 1,858 Boeing shares in Q4 2022, an estimated $225K.
  • Compass Financial Advisors first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • Compass Financial Advisors's Boeing position peaked at $697K in Q4 2021.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Compass Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.