Evolution Wealth Advisors’s Boeing BA Stock Holding History

Evolution Wealth 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
2023 Q2	–	Sell	-1,610	Closed	-$342K	–	116
2023 Q1	$342K	Buy	+1,610	New	+$335K	0.08%	85
2022 Q2	–	Sell	-1,060	Closed	-$203K	–	120
2022 Q1	$203K	Buy	+1,060	New	+$213K	0.04%	114
2021 Q4	–	Sell	-60	Closed	-$13K	–	188
2021 Q3	$13K	Sell	60 -1,500	-96%	-$335K	﹤0.01%	364
2021 Q2	$374K	Hold	1,560	–	–	0.08%	80
2021 Q1	$397K	Hold	1,560	–	–	0.09%	82
2020 Q4	$334K	Sell	1,560 -870	-36%	-$167K	0.08%	84
2020 Q3	$402K	Buy	2,430 +500	+26%	+$85.2K	0.11%	70
2020 Q2	$354K	Buy	1,930 +1,360	+239%	+$209K	0.12%	64
2020 Q1	$85K	Buy	570 +496	+670%	+$136K	0.03%	94
2019 Q4	$24K	Sell	74 -296	-80%	-$105K	0.01%	212
2019 Q3	$141K	Sell	370 -51	-12%	-$18.2K	0.07%	38
2019 Q2	$153K	Buy	+421	New	+$154K	0.07%	51

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Evolution Wealth Advisors's BA Position: Q2 2023 in Review

Evolution Wealth Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 1,610 shares — an estimated $342K sold.

Evolution Wealth Advisors first reported a position in BA in Q2 2019 and held it in 12 quarters. The position peaked at $402K in Q3 2020. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Evolution Wealth Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 1,610 Boeing shares in Q2 2023, an estimated $342K.
Evolution Wealth Advisors first reported a position in Boeing in Q2 2019 and held it in 12 quarters.
Evolution Wealth Advisors's Boeing position peaked at $402K in Q3 2020.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Evolution Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.