HFA
BA icon

Huber Financial Advisors’s Boeing BA Stock Holding History

Huber Financial 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
2020
Q1 		– Sell
-700
Closed -$228K – 116
2019
Q4 		$228K Buy
700
+50
+8% +$17.7K 0.08% 111
2019
Q3 		$247K Sell
650
-21
-3% -$7.51K 0.1% 107
2019
Q2 		$244K Buy
671
+21
+3% +$7.66K 0.11% 106
2019
Q1 		$248K Buy
+650
New +$250K 0.12% 100
2018
Q4 		– Sell
-570
Closed -$212K – 99
2018
Q3 		$212K Buy
+570
New +$200K 0.16% 96

Other funds holding BA

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Huber Financial Advisors's BA Position: Q1 2020 in Review

Huber Financial Advisors sold out of Boeing (BA) in Q1 2020, closing a stake of 700 shares — an estimated $228K sold.

Huber Financial Advisors first reported a position in BA in Q3 2018 and held it in 5 quarters. The position peaked at $248K in Q1 2019. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Huber Financial Advisors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Huber Financial Advisors sold 700 Boeing shares in Q1 2020, an estimated $228K.
  • Huber Financial Advisors first reported a position in Boeing in Q3 2018 and held it in 5 quarters.
  • Huber Financial Advisors's Boeing position peaked at $248K in Q1 2019.
  • 1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.