GSB Wealth Management’s Boeing BA Stock Holding History

GSB 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
2021 Q3	–	Sell	-932	Closed	-$223K	–	158
2021 Q2	$223K	Sell	932 -176	-16%	-$42.5K	0.07%	207
2021 Q1	$282K	Buy	+1,108	New	+$246K	0.09%	175
2020 Q1	–	Sell	-1,158	Closed	-$377K	–	42
2019 Q4	$377K	Hold	1,158	–	–	1.55%	21
2019 Q3	$441K	Hold	1,158	–	–	2.14%	13
2019 Q2	$422K	Hold	1,158	–	–	2.2%	12
2019 Q1	$442K	Hold	1,158	–	–	1.89%	14
2018 Q4	$373K	Hold	1,158	–	–	1.97%	17
2018 Q3	$431K	Hold	1,158	–	–	1.78%	15
2018 Q2	$389K	Hold	1,158	–	–	1.84%	19
2018 Q1	$380K	Hold	1,158	–	–	1.83%	16
2017 Q4	$342K	Hold	1,158	–	–	1.54%	24
2017 Q3	$294K	Hold	1,158	–	–	1.39%	33
2017 Q2	$229K	Hold	1,158	–	–	1.04%	47
2017 Q1	$205K	Buy	+1,158	New	+$197K	0.87%	52

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GSB Wealth Management's BA Position: Q3 2021 in Review

GSB Wealth Management sold out of Boeing (BA) in Q3 2021, closing a stake of 932 shares — an estimated $223K sold.

GSB Wealth Management first reported a position in BA in Q1 2017 and held it in 14 quarters. The position peaked at $442K in Q1 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

GSB Wealth Management reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
GSB Wealth Management sold 932 Boeing shares in Q3 2021, an estimated $223K.
GSB Wealth Management first reported a position in Boeing in Q1 2017 and held it in 14 quarters.
GSB Wealth Management's Boeing position peaked at $442K in Q1 2019.
2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on GSB Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.