Essex Private Wealth Management’s Boeing BA Stock Holding History

Essex Private 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	–	Sell	-839	Closed	-$214K	–	64
2021 Q1	$214K	Buy	+839	New	+$186K	0.2%	62
2020 Q1	–	Sell	-752	Closed	-$245K	–	55
2019 Q4	$245K	Buy	+752	New	+$266K	0.25%	54

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

Essex Private Wealth Management's BA Position: Q2 2021 in Review

Essex Private Wealth Management sold out of Boeing (BA) in Q2 2021, closing a stake of 839 shares — an estimated $214K sold.

Essex Private Wealth Management first reported a position in BA in Q4 2019 and held it in 2 quarters. The position peaked at $245K in Q4 2019. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Essex Private Wealth Management reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Essex Private Wealth Management sold 839 Boeing shares in Q2 2021, an estimated $214K.
Essex Private Wealth Management first reported a position in Boeing in Q4 2019 and held it in 2 quarters.
Essex Private Wealth Management's Boeing position peaked at $245K in Q4 2019.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Essex Private Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.