Fortis Advisors’s Boeing BA Stock Holding History

Fortis 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
2020 Q2	–	Sell	-100	Closed	-$15K	–	182
2020 Q1	$15K	Hold	100	–	–	0.01%	237
2019 Q4	$33K	Hold	100	–	–	0.02%	224
2019 Q3	$38K	Hold	100	–	–	0.02%	220
2019 Q2	$36K	Buy	+100	New	+$36.5K	0.02%	255
2018 Q3	–	Sell	-42	Closed	-$14K	–	298
2018 Q2	$14K	Hold	42	–	–	0.01%	260
2018 Q1	$14K	Hold	42	–	–	0.01%	231
2017 Q4	$12K	Buy	+42	New	+$11.4K	0.01%	224

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fortis Advisors's BA Position: Q2 2020 in Review

Fortis Advisors sold out of Boeing (BA) in Q2 2020, closing a stake of 100 shares — an estimated $15K sold.

Fortis Advisors first reported a position in BA in Q4 2017 and held it in 7 quarters. The position peaked at $38K in Q3 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

Fortis Advisors reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 100 Boeing shares in Q2 2020, an estimated $15K.
Fortis Advisors first reported a position in Boeing in Q4 2017 and held it in 7 quarters.
Fortis Advisors's Boeing position peaked at $38K in Q3 2019.
1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.