Fulcrum Equity Management’s Boeing BA Stock Holding History

Fulcrum Equity 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 Q3	–	Sell	-1,581	Closed	-$216K	–	67
2022 Q2	$216K	Hold	1,581	–	–	0.17%	64
2022 Q1	$303K	Hold	1,581	–	–	0.18%	81
2021 Q4	$318K	Sell	1,581 -55	-3%	-$11.6K	0.12%	124
2021 Q3	$360K	Sell	1,636 -32	-2%	-$7.14K	0.14%	108
2021 Q2	$400K	Buy	1,668 +242	+17%	+$58.5K	0.15%	116
2021 Q1	$363K	Hold	1,426	–	–	0.14%	124
2020 Q4	$305K	Buy	+1,426	New	+$274K	0.12%	127

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fulcrum Equity Management's BA Position: Q3 2022 in Review

Fulcrum Equity Management sold out of Boeing (BA) in Q3 2022, closing a stake of 1,581 shares — an estimated $216K sold.

Fulcrum Equity Management first reported a position in BA in Q4 2020 and held it in 7 quarters. The position peaked at $400K in Q2 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Fulcrum Equity Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Fulcrum Equity Management sold 1,581 Boeing shares in Q3 2022, an estimated $216K.
Fulcrum Equity Management first reported a position in Boeing in Q4 2020 and held it in 7 quarters.
Fulcrum Equity Management's Boeing position peaked at $400K in Q2 2021.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.