ForthRight Wealth Management’s Boeing BA Stock Holding History

ForthRight 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 Q1	–	Sell	-14	Closed	-$3K	–	46
2020 Q4	$3K	Buy	+14	New	+$2.69K	﹤0.01%	160

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ForthRight Wealth Management's BA Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Boeing (BA) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

ForthRight Wealth Management first reported a position in BA in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

ForthRight Wealth Management reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 14 Boeing shares in Q1 2021, an estimated $3K.
ForthRight Wealth Management first reported a position in Boeing in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Boeing position peaked at $3K in Q4 2020.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.