IWS
BA icon

Insight Wealth Strategies’s Boeing BA Stock Holding History

Insight Wealth Strategies’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
2019
Q4 		– Sell
-6,404
Closed -$2.44M – 198
2019
Q3 		$2.44M Buy
6,404
+898
+16% +$321K 0.57% 30
2019
Q2 		$2M Buy
5,506
+3,241
+143% +$1.18M 0.49% 33
2019
Q1 		$864K Buy
+2,265
New +$872K 0.24% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Insight Wealth Strategies's BA Position: Q4 2019 in Review

Insight Wealth Strategies sold out of Boeing (BA) in Q4 2019, closing a stake of 6,404 shares — an estimated $2.44M sold.

Insight Wealth Strategies first reported a position in BA in Q1 2019 and held it in 3 quarters. The position peaked at $2.44M in Q3 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Insight Wealth Strategies reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,404 Boeing shares in Q4 2019, an estimated $2.44M.
  • Insight Wealth Strategies first reported a position in Boeing in Q1 2019 and held it in 3 quarters.
  • Insight Wealth Strategies's Boeing position peaked at $2.44M in Q3 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.