CF
BA icon

Copperwynd Financial’s Boeing BA Stock Holding History

Copperwynd Financial’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
-756
Closed -$246K – 84
2019
Q4 		$246K Hold
756
– – 0.13% 102
2019
Q3 		$270K Hold
756
– – 0.15% 96
2019
Q2 		$275K Sell
756
-25
-3% -$9.12K 0.16% 94
2019
Q1 		$298K Sell
781
-5
-0.6% -$1.93K 0.18% 95
2018
Q4 		$253K Sell
786
-3,324
-81% -$1.15M 0.16% 81
2018
Q3 		$1.53M Buy
4,110
+1,968
+92% +$691K 0.93% 23
2018
Q2 		$719K Buy
2,142
+1,080
+102% +$371K 0.51% 21
2018
Q1 		$348K Sell
1,062
-17,322
-94% -$5.85M 0.24% 70
2017
Q4 		$5.42M Buy
+18,384
New +$4.98M 3.96% 9

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Copperwynd Financial's BA Position: Q1 2020 in Review

Copperwynd Financial sold out of Boeing (BA) in Q1 2020, closing a stake of 756 shares — an estimated $246K sold.

Copperwynd Financial first reported a position in BA in Q4 2017 and held it in 9 quarters. The position peaked at $5.42M in Q4 2017. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Copperwynd Financial reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Copperwynd Financial sold 756 Boeing shares in Q1 2020, an estimated $246K.
  • Copperwynd Financial first reported a position in Boeing in Q4 2017 and held it in 9 quarters.
  • Copperwynd Financial's Boeing position peaked at $5.42M in Q4 2017.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Copperwynd Financial's 13F filing for Q1 2020, filed 11 May 2020.