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Fiduciary Planning’s Boeing BA Stock Holding History

Fiduciary Planning’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
-258
Closed -$66K – 72
2021
Q1 		$66K Buy
258
+40
+18% +$8.89K 0.1% 67
2020
Q4 		$47K Buy
218
+183
+523% +$35.2K 0.07% 82
2020
Q3 		$6K Buy
+35
New +$5.96K 0.01% 127
2020
Q1 		– Sell
-1,370
Closed -$434K – 39
2019
Q4 		$434K Buy
+1,370
New +$485K 0.4% 39

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

Fiduciary Planning's BA Position: Q2 2021 in Review

Fiduciary Planning sold out of Boeing (BA) in Q2 2021, closing a stake of 258 shares — an estimated $66K sold.

Fiduciary Planning first reported a position in BA in Q4 2019 and held it in 4 quarters. The position peaked at $434K in Q4 2019. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Fiduciary Planning reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 258 Boeing shares in Q2 2021, an estimated $66K.
  • Fiduciary Planning first reported a position in Boeing in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's Boeing position peaked at $434K in Q4 2019.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.