Elmwood Wealth Management’s Boeing BA Stock Holding History

Elmwood 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 Q2	$72K	Hold	300	–	–	0.04%	152
2021 Q1	$76K	Buy	+300	New	+$66.7K	0.05%	145
2020 Q2	–	Sell	-95	Closed	-$31.2K	–	259
2020 Q1	$31.2K	Buy	+95	New	+$26K	0.03%	142
2019 Q4	–	Sell	-66	Closed	-$25K	–	100
2019 Q3	$25K	Buy	66 +1	+2%	+$357	0.03%	129
2019 Q2	$24K	Hold	65	–	–	0.02%	149
2019 Q1	$25K	Hold	65	–	–	0.02%	141
2018 Q4	$21K	Hold	65	–	–	0.02%	155
2018 Q3	$24.1K	Buy	65 +1	+2%	+$351	0.02%	164
2018 Q2	$21.7K	Sell	64 -31	-33%	-$10.7K	0.02%	164
2018 Q1	$31.2K	Buy	+95	New	+$32.1K	0.03%	142

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elmwood Wealth Management's BA Position: Q2 2021 in Review

Elmwood Wealth Management held its Boeing (BA) position steady in Q2 2021 at 300 shares worth $72K. The position accounts for 0.04% of the portfolio, ranked #152.

Elmwood Wealth Management first reported a position in BA in Q1 2018 and has held it in 10 quarters since. The position peaked at $76K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Elmwood Wealth Management held 300 shares of Boeing worth $72K as of Q2 2021.
Elmwood Wealth Management left its Boeing share count unchanged in Q2 2021.
Boeing made up 0.04% of Elmwood Wealth Management's portfolio in Q2 2021, its #152 holding.
Elmwood Wealth Management first reported a position in Boeing in Q1 2018 and has held it in 10 quarters since.
Elmwood Wealth Management's Boeing position peaked at $76K in Q1 2021.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.