Frontier Wealth Management’s Boeing BA Stock Holding History

Frontier 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
2022 Q2	$1.35M	Sell	9,871 -835	-8%	-$123K	0.1%	153
2022 Q1	$1.89M	Sell	10,706 -609	-5%	-$122K	0.02%	126
2021 Q4	$2.28M	Sell	11,315 -540	-5%	-$114K	0.15%	112
2021 Q3	$2.61M	Sell	11,855 -818	-6%	-$182K	0.18%	98
2021 Q2	$3.04M	Buy	12,673 +740	+6%	+$179K	0.21%	90
2021 Q1	$3.04M	Buy	11,933 +150	+1%	+$33.3K	0.23%	87
2020 Q4	$2.52M	Buy	11,783 +164	+1%	+$31.5K	0.21%	90
2020 Q3	$1.92M	Sell	11,619 -266	-2%	-$45.3K	0.18%	98
2020 Q2	$2.18M	Buy	11,885 +1,801	+18%	+$277K	0.2%	96
2020 Q1	$1.5M	Buy	10,084 +1,469	+17%	+$402K	0.25%	94
2019 Q4	$2.81M	Sell	8,615 -3,411	-28%	-$1.21M	0.45%	50
2019 Q3	$4.58M	Sell	12,026 -451	-4%	-$161K	0.68%	37
2019 Q2	$4.54M	Buy	12,477 +635	+5%	+$232K	0.67%	38
2019 Q1	$4.52M	Buy	11,842 +96	+0.8%	+$37K	0.61%	39
2018 Q4	$3.79M	Buy	11,746 +685	+6%	+$237K	0.57%	40
2018 Q3	$4.11M	Buy	11,061 +2,140	+24%	+$752K	0.39%	41
2018 Q2	$2.99M	Buy	8,921 +788	+10%	+$271K	0.43%	52
2018 Q1	$2.67M	Buy	8,133 +293	+4%	+$99K	0.37%	64
2017 Q4	$2.31M	Buy	7,840 +250	+3%	+$67.7K	0.37%	67
2017 Q3	$1.93M	Buy	7,590 +389	+5%	+$90.7K	0.28%	91
2017 Q2	$1.42M	Sell	7,201 -124	-2%	-$23.1K	0.22%	112
2017 Q1	$1.3M	Buy	7,325 +398	+6%	+$67.8K	0.2%	127
2016 Q4	$1.08M	Sell	6,927 -99	-1%	-$14.5K	0.18%	141
2016 Q3	$926K	Sell	7,026 -502	-7%	-$66.1K	0.14%	150
2016 Q2	$978K	Sell	7,528 -155	-2%	-$20.2K	0.16%	135
2016 Q1	$975K	Sell	7,683 -1,096	-12%	-$136K	0.08%	137
2015 Q4	$1.27M	Buy	8,779 +1,443	+20%	+$208K	0.2%	111
2015 Q3	$961K	Buy	7,336 +42	+0.6%	+$5.83K	0.15%	134
2015 Q2	$1.01M	Buy	7,294 +917	+14%	+$134K	0.16%	129
2015 Q1	$957K	Buy	6,377 +315	+5%	+$45.9K	0.15%	107
2014 Q4	$788K	Buy	+6,062	New	+$769K	0.15%	102

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's BA Position: Q2 2022 in Review

Frontier Wealth Management reduced its Boeing (BA) stake by 7.8% in Q2 2022, selling an estimated $123K and leaving 9,871 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #153.

Frontier Wealth Management first reported a position in BA in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.58M in Q3 2019. 1,903 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Frontier Wealth Management held 9,871 shares of Boeing worth $1.35M as of Q2 2022.
Frontier Wealth Management sold 835 Boeing shares in Q2 2022, an estimated $123K.
Boeing made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #153 holding.
Frontier Wealth Management first reported a position in Boeing in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Boeing position peaked at $4.58M in Q3 2019.
1,903 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.