Heritage Wealth Management (Arizona)’s Boeing BA Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$95.7K	Buy	503 +337	+203%	+$55.1K	0.01%	418
2022 Q3	$20K	Buy	166 +30	+22%	+$4.6K	0.01%	524
2022 Q2	$18.6K	Sell	136 -1,622	-92%	-$239K	0.01%	551
2022 Q1	$337K	Buy	+1,758	New	+$353K	0.09%	174
2021 Q3	$338K	Buy	1,536 +269	+21%	+$60K	0.12%	136
2021 Q2	$303K	Buy	1,267 +57	+5%	+$13.8K	0.11%	148
2021 Q1	$308K	Buy	+1,210	New	+$269K	0.17%	102

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Boeing (BA) stake by 203% in Q4 2022, buying an estimated $55.1K and bringing the position to 503 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #418.

Heritage Wealth Management (Arizona) first reported a position in BA in Q1 2021 and has held it in 7 quarters since. The position peaked at $338K in Q3 2021. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Heritage Wealth Management (Arizona) held 503 shares of Boeing worth $95.7K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 337 Boeing shares in Q4 2022, an estimated $55.1K.
Boeing made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #418 holding.
Heritage Wealth Management (Arizona) first reported a position in Boeing in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Boeing position peaked at $338K in Q3 2021.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.