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Divergent Wealth Advisors’s Boeing BA Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-200
Closed -$77K – 50
2018
Q3 		$77K Hold
200
– – 0.03% 52
2018
Q2 		$67K Sell
200
-7
-3% -$2.41K 0.02% 53
2018
Q1 		$68K Buy
+207
New +$69.9K 0.03% 53

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Divergent Wealth Advisors's BA Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Boeing (BA) in Q4 2018, closing a stake of 200 shares — an estimated $77K sold.

Divergent Wealth Advisors first reported a position in BA in Q1 2018 and held it in 3 quarters. The position peaked at $77K in Q3 2018. 2,059 funds tracked by Wall St. Rank hold BA as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Boeing position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 200 Boeing shares in Q4 2018, an estimated $77K.
  • Divergent Wealth Advisors first reported a position in Boeing in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Boeing position peaked at $77K in Q3 2018.
  • 2,059 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.