Harvest Group Wealth Management’s Boeing BA Stock Holding History

Harvest Group 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 Q1	–	Sell	-200	Closed	-$43K	–	97
2020 Q4	$43K	Sell	200 -30	-13%	-$5.77K	0.03%	111
2020 Q3	$38K	Hold	230	–	–	0.03%	106
2020 Q2	$42K	Buy	230 +30	+15%	+$4.61K	0.04%	89
2020 Q1	$29K	Sell	200 -40	-17%	-$10.9K	0.03%	106
2019 Q4	$78K	Buy	240 +40	+20%	+$14.2K	0.07%	64
2019 Q3	$76K	Hold	200	–	–	0.09%	61
2019 Q2	$72K	Hold	200	–	–	0.09%	57
2019 Q1	$76K	Buy	+200	New	+$77K	0.07%	71

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Harvest Group Wealth Management's BA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Boeing (BA) in Q1 2021, closing a stake of 200 shares — an estimated $43K sold.

Harvest Group Wealth Management first reported a position in BA in Q1 2019 and held it in 8 quarters. The position peaked at $78K in Q4 2019. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

Harvest Group Wealth Management reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 200 Boeing shares in Q1 2021, an estimated $43K.
Harvest Group Wealth Management first reported a position in Boeing in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Boeing position peaked at $78K in Q4 2019.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.