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Filbrandt Wealth Management’s Boeing BA Stock Holding History

Filbrandt 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
-34
Closed -$9K – 179
2021
Q1 		$9K Buy
+34
New +$7.56K 0.01% 128
2020
Q4 		– Sell
-100
Closed -$17K – 163
2020
Q3 		$17K Sell
100
-202
-67% -$34.4K 0.01% 113
2020
Q2 		$55K Buy
+302
New +$46.4K 0.04% 109

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

Filbrandt Wealth Management's BA Position: Q2 2021 in Review

Filbrandt Wealth Management sold out of Boeing (BA) in Q2 2021, closing a stake of 34 shares — an estimated $9K sold.

Filbrandt Wealth Management first reported a position in BA in Q2 2020 and held it in 3 quarters. The position peaked at $55K in Q2 2020. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Filbrandt Wealth Management reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 34 Boeing shares in Q2 2021, an estimated $9K.
  • Filbrandt Wealth Management first reported a position in Boeing in Q2 2020 and held it in 3 quarters.
  • Filbrandt Wealth Management's Boeing position peaked at $55K in Q2 2020.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Filbrandt Wealth Management's 13F filing for Q2 2021, filed 7 Jul 2021.