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FSB Premier Wealth Management’s Boeing BA Stock Holding History

FSB Premier 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
Q1 		– Sell
-515
Closed -$103K – 164
2021
Q4 		$103K Buy
+515
New +$109K 0.04% 179

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

FSB Premier Wealth Management's BA Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Boeing (BA) in Q1 2022, closing a stake of 515 shares — an estimated $103K sold.

FSB Premier Wealth Management first reported a position in BA in Q4 2021 and held it in 1 quarter. The position peaked at $103K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 515 Boeing shares in Q1 2022, an estimated $103K.
  • FSB Premier Wealth Management first reported a position in Boeing in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Boeing position peaked at $103K in Q4 2021.
  • 2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.