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Engrave Wealth Partners’s Boeing BA Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-40
Closed -$7K – 88
2020
Q2 		$7K Hold
40
– – 0.01% 281
2020
Q1 		$5K Sell
40
-261
-87% -$71.4K 0.01% 273
2019
Q4 		$98K Buy
+301
New +$107K 0.09% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's BA Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Boeing (BA) in Q3 2020, closing a stake of 40 shares — an estimated $7K sold.

Engrave Wealth Partners first reported a position in BA in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Boeing position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 40 Boeing shares in Q3 2020, an estimated $7K.
  • Engrave Wealth Partners first reported a position in Boeing in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Boeing position peaked at $98K in Q4 2019.
  • 1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.