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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Boeing BA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$210K Buy
+982
New +$189K 0.05% 112
2020
Q2 		– Sell
-1,447
Closed -$216K – 90
2020
Q1 		$216K Buy
1,447
+549
+61% +$150K 0.06% 82
2019
Q4 		$293K Buy
+898
New +$318K 0.07% 87
2019
Q3 		– Sell
-594
Closed -$216K – 107
2019
Q2 		$216K Buy
594
+13
+2% +$4.74K 0.06% 99
2019
Q1 		$222K Buy
+581
New +$224K 0.06% 89
2018
Q4 		– Sell
-556
Closed -$207K – 88
2018
Q3 		$207K Buy
556
+50
+10% +$17.6K 0.07% 90
2018
Q2 		$170K Sell
506
-50
-9% -$17.2K 0.06% 86
2018
Q1 		$182K Hold
556
– – 0.07% 80
2017
Q4 		$198K Buy
556
+514
+1,224% +$139K 0.52% 39
2017
Q3 		$10K Sell
42
-75
-64% -$17.5K ﹤0.01% 278
2017
Q2 		$23K Hold
117
– – 0.01% 201
2017
Q1 		$21K Sell
117
-117
-50% -$19.9K 0.01% 229
2016
Q4 		$38K Buy
234
+117
+100% +$17.1K 0.01% 185
2016
Q3 		$15K Sell
117
-53
-31% -$6.98K 0.01% 263
2016
Q2 		$22K Sell
170
-75
-31% -$9.78K 0.01% 208
2016
Q1 		$31K Sell
245
-184
-43% -$22.8K 0.01% 167
2015
Q4 		$62K Buy
+429
New +$61.8K 0.03% 110

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BA Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in Boeing (BA) in Q4 2020: 982 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #112 among its holdings. This is a return to the name: Genovese Burford & Brothers Wealth & Retirement Plan Management previously reported a position in BA as recently as Q1 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BA in Q4 2015 and has held it in 17 quarters since. The position peaked at $293K in Q4 2019. 2,039 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 982 shares of Boeing worth $210K as of Q4 2020.
  • Boeing was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • Boeing made up 0.05% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #112 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Boeing in Q4 2015 and has held it in 17 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Boeing position peaked at $293K in Q4 2019.
  • 2,039 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.