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Financial Strategies Group’s Boeing BA Stock Holding History

Financial Strategies Group’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
Q1 		– Sell
-4,648
Closed -$936K – 85
2021
Q4 		$936K Buy
4,648
+1,295
+39% +$274K 0.38% 30
2021
Q3 		$737K Buy
3,353
+789
+31% +$176K 0.33% 33
2021
Q2 		$614K Buy
2,564
+701
+38% +$169K 0.28% 34
2021
Q1 		$475K Buy
1,863
+345
+23% +$76.7K 0.25% 37
2020
Q4 		$325K Buy
+1,518
New +$292K 0.18% 48

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Strategies Group's BA Position: Q1 2022 in Review

Financial Strategies Group sold out of Boeing (BA) in Q1 2022, closing a stake of 4,648 shares — an estimated $936K sold.

Financial Strategies Group first reported a position in BA in Q4 2020 and held it in 5 quarters. The position peaked at $936K in Q4 2021. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

  • Financial Strategies Group reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
  • Financial Strategies Group sold 4,648 Boeing shares in Q1 2022, an estimated $936K.
  • Financial Strategies Group first reported a position in Boeing in Q4 2020 and held it in 5 quarters.
  • Financial Strategies Group's Boeing position peaked at $936K in Q4 2021.
  • 2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Financial Strategies Group's 13F filing for Q1 2022, filed 29 Apr 2022.