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Garrett Wealth Advisory Group’s Boeing BA Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-190
Closed -$72.3K – 110
2019
Q3 		$72.3K Buy
+190
New +$67.9K 0.05% 104

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Garrett Wealth Advisory Group's BA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Boeing (BA) in Q4 2019, closing a stake of 190 shares — an estimated $72.3K sold.

Garrett Wealth Advisory Group first reported a position in BA in Q3 2019 and held it in 1 quarter. The position peaked at $72.3K in Q3 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 190 Boeing shares in Q4 2019, an estimated $72.3K.
  • Garrett Wealth Advisory Group first reported a position in Boeing in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Boeing position peaked at $72.3K in Q3 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.