Hillcrest Wealth Advisors’s Boeing BA Stock Holding History

Hillcrest Wealth Advisors’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 Q2	–	Sell	-2,300	Closed	-$586K	–	52
2021 Q1	$586K	Hold	2,300	–	–	0.36%	32
2020 Q4	$492K	Sell	2,300 -489	-18%	-$94K	0.33%	36
2020 Q3	$461K	Buy	2,789 +1,564	+128%	+$267K	0.33%	42
2020 Q2	$225K	Buy	+1,225	New	+$188K	0.19%	40
2020 Q1	–	Sell	-1,051	Closed	-$342K	–	42
2019 Q4	$342K	Buy	1,051 +1	+0.1%	+$354	0.28%	31
2019 Q3	$400K	Hold	1,050	–	–	0.34%	31
2019 Q2	$382K	Buy	1,050 +50	+5%	+$18.2K	0.32%	34
2019 Q1	$381K	Hold	1,000	–	–	0.33%	31
2018 Q4	$323K	Buy	+1,000	New	+$345K	0.3%	36

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

Hillcrest Wealth Advisors's BA Position: Q2 2021 in Review

Hillcrest Wealth Advisors sold out of Boeing (BA) in Q2 2021, closing a stake of 2,300 shares — an estimated $586K sold.

Hillcrest Wealth Advisors first reported a position in BA in Q4 2018 and held it in 9 quarters. The position peaked at $586K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Hillcrest Wealth Advisors reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Hillcrest Wealth Advisors sold 2,300 Boeing shares in Q2 2021, an estimated $586K.
Hillcrest Wealth Advisors first reported a position in Boeing in Q4 2018 and held it in 9 quarters.
Hillcrest Wealth Advisors's Boeing position peaked at $586K in Q1 2021.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.