CSat Investment Advisory’s Boeing BA Stock Holding History

CSat Investment Advisory’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 Q1	$6K	Buy	24 +3	+14%	+$667	0.01%	481
2020 Q4	$4K	Sell	21 -5,527	-100%	-$1.06M	﹤0.01%	488
2020 Q3	$917K	Buy	5,548 +2,037	+58%	+$347K	0.08%	110
2020 Q2	$644K	Buy	3,511 +1,967	+127%	+$302K	0.08%	140
2020 Q1	$230K	Buy	1,544 +195	+14%	+$53.4K	0.05%	215
2019 Q4	$439K	Buy	1,349 +208	+18%	+$73.6K	0.12%	162
2019 Q3	$434K	Sell	1,141 -590	-34%	-$211K	0.14%	141
2019 Q2	$630K	Buy	1,731 +1,088	+169%	+$397K	0.22%	89
2019 Q1	$245K	Buy	643 +273	+74%	+$105K	0.12%	108
2018 Q4	$119K	Buy	370 +43	+13%	+$14.9K	0.07%	130
2018 Q3	$122K	Buy	327 +27	+9%	+$9.48K	0.07%	123
2018 Q2	$101K	Buy	+300	New	+$103K	0.05%	158

Other funds holding BA

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSat Investment Advisory's BA Position: Q1 2021 in Review

CSat Investment Advisory increased its Boeing (BA) stake by 14% in Q1 2021, buying an estimated $667 and bringing the position to 24 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #481.

CSat Investment Advisory first reported a position in BA in Q2 2018 and has held it in 12 quarters since. The position peaked at $917K in Q3 2020. 2,115 funds tracked by Wall St. Rank hold BA as of Q1 2021.

CSat Investment Advisory held 24 shares of Boeing worth $6K as of Q1 2021.
CSat Investment Advisory bought 3 Boeing shares in Q1 2021, an estimated $667.
Boeing made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #481 holding.
CSat Investment Advisory first reported a position in Boeing in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Boeing position peaked at $917K in Q3 2020.
2,115 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.