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Freedman Financial Associates’s Boeing BA Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-641
Closed -$123K – 38
2022
Q1 		$123K Hold
641
– – 0.08% 109
2021
Q4 		$129K Hold
641
– – 0.09% 102
2021
Q3 		$141K Hold
641
– – 0.1% 91
2021
Q2 		$154K Hold
641
– – 0.12% 78
2021
Q1 		$163K Hold
641
– – 0.13% 71
2020
Q4 		$137K Buy
+641
New +$123K 0.12% 71

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Freedman Financial Associates's BA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Boeing (BA) in Q2 2022, closing a stake of 641 shares — an estimated $123K sold.

Freedman Financial Associates first reported a position in BA in Q4 2020 and held it in 6 quarters. The position peaked at $163K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Freedman Financial Associates reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 641 Boeing shares in Q2 2022, an estimated $123K.
  • Freedman Financial Associates first reported a position in Boeing in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Boeing position peaked at $163K in Q1 2021.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.