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Cooper/Haims Advisors’s Boeing BA Stock Holding History

Cooper/Haims 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
2021
Q3 		– Sell
-914
Closed -$219K – 82
2021
Q2 		$219K Sell
914
-50
-5% -$12.1K 0.14% 72
2021
Q1 		$246K Sell
964
-223
-19% -$49.6K 0.17% 60
2020
Q4 		$254K Buy
+1,187
New +$228K 0.19% 54

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

Cooper/Haims Advisors's BA Position: Q3 2021 in Review

Cooper/Haims Advisors sold out of Boeing (BA) in Q3 2021, closing a stake of 914 shares — an estimated $219K sold.

Cooper/Haims Advisors first reported a position in BA in Q4 2020 and held it in 3 quarters. The position peaked at $254K in Q4 2020. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Cooper/Haims Advisors reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • Cooper/Haims Advisors sold 914 Boeing shares in Q3 2021, an estimated $219K.
  • Cooper/Haims Advisors first reported a position in Boeing in Q4 2020 and held it in 3 quarters.
  • Cooper/Haims Advisors's Boeing position peaked at $254K in Q4 2020.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Cooper/Haims Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.