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Holistic Financial Partners’s Boeing BA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-75
Closed -$25K – 61
2018
Q1 		$25K Hold
75
– – 0.02% 257
2017
Q4 		$22K Buy
+75
New +$20.3K 0.02% 270

Other funds holding BA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's BA Position: Q2 2018 in Review

Holistic Financial Partners sold out of Boeing (BA) in Q2 2018, closing a stake of 75 shares — an estimated $25K sold.

Holistic Financial Partners first reported a position in BA in Q4 2017 and held it in 2 quarters. The position peaked at $25K in Q1 2018. 1,923 funds tracked by Wall St. Rank hold BA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Boeing position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 75 Boeing shares in Q2 2018, an estimated $25K.
  • Holistic Financial Partners first reported a position in Boeing in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Boeing position peaked at $25K in Q1 2018.
  • 1,923 funds tracked by Wall St. Rank held Boeing as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.