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Epic Trust Investment Advisors’s Boeing BA Stock Holding History

Epic Trust Investment 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
2022
Q2 		– Sell
-1,202
Closed -$230K – 72
2022
Q1 		$230K Sell
1,202
-1
-0.1% -$201 0.36% 66
2021
Q4 		$242K Buy
+1,203
New +$254K 0.35% 63

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epic Trust Investment Advisors's BA Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of Boeing (BA) in Q2 2022, closing a stake of 1,202 shares — an estimated $230K sold.

Epic Trust Investment Advisors first reported a position in BA in Q4 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,202 Boeing shares in Q2 2022, an estimated $230K.
  • Epic Trust Investment Advisors first reported a position in Boeing in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's Boeing position peaked at $242K in Q4 2021.
  • 1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.