Defined Wealth Management’s Boeing BA Stock Holding History

Defined Wealth Management’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	–	Sell	-291	Closed	-$62K	–	103
2020 Q4	$62K	Buy	+291	New	+$55.9K	0.06%	124

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

Defined Wealth Management's BA Position: Q1 2021 in Review

Defined Wealth Management sold out of Boeing (BA) in Q1 2021, closing a stake of 291 shares — an estimated $62K sold.

Defined Wealth Management first reported a position in BA in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

Defined Wealth Management reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 291 Boeing shares in Q1 2021, an estimated $62K.
Defined Wealth Management first reported a position in Boeing in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Boeing position peaked at $62K in Q4 2020.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.