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Independence Advisors’s Boeing BA Stock Holding History

Independence 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
Q3 		$221K Hold
1,338
– – 0.05% 93
2020
Q2 		$245K Sell
1,338
-67
-5% -$10.3K 0.06% 83
2020
Q1 		$209K Buy
1,405
+2
+0.1% +$547 0.06% 77
2019
Q4 		$457K Sell
1,403
-32
-2% -$11.3K 0.11% 53
2019
Q3 		$546K Sell
1,435
-25
-2% -$8.94K 0.13% 50
2019
Q2 		$531K Buy
1,460
+108
+8% +$39.4K 0.14% 52
2019
Q1 		$516K Hold
1,352
– – 0.15% 50
2018
Q4 		$436K Sell
1,352
-7
-0.5% -$2.42K 0.15% 52
2018
Q3 		$505K Buy
1,359
+11
+0.8% +$3.86K 0.15% 44
2018
Q2 		$452K Buy
1,348
+27
+2% +$9.29K 0.14% 47
2018
Q1 		$433K Sell
1,321
-10
-0.8% -$3.38K 0.14% 46
2017
Q4 		$393K Hold
1,331
– – 0.13% 50
2017
Q3 		$338K Hold
1,331
– – 0.13% 47
2017
Q2 		$263K Sell
1,331
-16
-1% -$2.98K 0.1% 61
2017
Q1 		$238K Hold
1,347
– – 0.1% 64
2016
Q4 		$210K Buy
+1,347
New +$197K 0.09% 65

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Advisors's BA Position: Q3 2020 in Review

Independence Advisors held its Boeing (BA) position steady in Q3 2020 at 1,338 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #93.

Independence Advisors first reported a position in BA in Q4 2016 and has held it in 16 quarters since. The position peaked at $546K in Q3 2019. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Independence Advisors held 1,338 shares of Boeing worth $221K as of Q3 2020.
  • Independence Advisors left its Boeing share count unchanged in Q3 2020.
  • Boeing made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #93 holding.
  • Independence Advisors first reported a position in Boeing in Q4 2016 and has held it in 16 quarters since.
  • Independence Advisors's Boeing position peaked at $546K in Q3 2019.
  • 1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.