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Doyle Wealth Management’s Boeing BA Stock Holding History

Doyle 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
2022
Q3 		$378K Buy
3,123
+7
+0.2% +$1.07K 0.03% 146
2022
Q2 		$426K Sell
3,116
-1,462
-32% -$216K 0.03% 142
2022
Q1 		$877K Buy
4,578
+1,776
+63% +$356K 0.06% 121
2021
Q4 		$564K Hold
2,802
– – 0.04% 137
2021
Q3 		$616K Buy
2,802
+120
+4% +$26.8K 0.05% 131
2021
Q2 		$643K Sell
2,682
-12
-0.4% -$2.9K 0.05% 126
2021
Q1 		$686K Sell
2,694
-51
-2% -$11.3K 0.07% 119
2020
Q4 		$588K Buy
2,745
+20
+0.7% +$3.85K 0.06% 127
2020
Q3 		$450K Buy
2,725
+2
+0.1% +$341 0.05% 130
2020
Q2 		$499K Sell
2,723
-17
-0.6% -$2.61K 0.07% 116
2020
Q1 		$409K Buy
2,740
+726
+36% +$199K 0.07% 115
2019
Q4 		$656K Sell
2,014
-14
-0.7% -$4.96K 0.08% 105
2019
Q3 		$772K Sell
2,028
-173
-8% -$61.8K 0.11% 93
2019
Q2 		$801K Sell
2,201
-850
-28% -$310K 0.11% 87
2019
Q1 		$1.08M Sell
3,051
-60
-2% -$23.1K 0.16% 75
2018
Q4 		$1M Buy
3,111
+312
+11% +$108K 0.17% 68
2018
Q3 		$1.04M Sell
2,799
-142
-5% -$49.9K 0.16% 69
2018
Q2 		$987K Buy
2,941
+693
+31% +$238K 0.16% 71
2018
Q1 		$737K Buy
2,248
+12
+0.5% +$4.05K 0.12% 77
2017
Q4 		$659K Sell
2,236
-9
-0.4% -$2.44K 0.11% 85
2017
Q3 		$571K Sell
2,245
-574
-20% -$134K 0.1% 85
2017
Q2 		$558K Buy
+2,819
New +$525K 0.1% 81

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Doyle Wealth Management's BA Position: Q3 2022 in Review

Doyle Wealth Management increased its Boeing (BA) stake by 0.22% in Q3 2022, buying an estimated $1.07K and bringing the position to 3,123 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #146.

Doyle Wealth Management first reported a position in BA in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2019. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Doyle Wealth Management held 3,123 shares of Boeing worth $378K as of Q3 2022.
  • Doyle Wealth Management bought 7 Boeing shares in Q3 2022, an estimated $1.07K.
  • Boeing made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #146 holding.
  • Doyle Wealth Management first reported a position in Boeing in Q2 2017 and has held it in 22 quarters since.
  • Doyle Wealth Management's Boeing position peaked at $1.08M in Q1 2019.
  • 1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.