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Intercontinental Wealth Advisors’s Boeing BA Stock Holding History

Intercontinental 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
2023
Q2 		$429K Sell
2,034
-63
-3% -$13.1K 0.1% 203
2023
Q1 		$445K Sell
2,097
-3
-0.1% -$623 0.11% 207
2022
Q4 		$400K Sell
2,100
-12
-0.6% -$1.96K 0.12% 194
2022
Q3 		$256K Sell
2,112
-37
-2% -$5.67K 0.08% 239
2022
Q2 		$294K Buy
2,149
+60
+3% +$8.85K 0.08% 230
2022
Q1 		$400K Buy
2,089
+4
+0.2% +$803 0.09% 205
2021
Q4 		$420K Buy
2,085
+4
+0.2% +$845 0.09% 206
2021
Q3 		$458K Sell
2,081
-271
-12% -$60.4K 0.11% 179
2021
Q2 		$563K Buy
2,352
+117
+5% +$28.3K 0.11% 163
2021
Q1 		$569K Sell
2,235
-124
-5% -$27.6K 0.12% 147
2020
Q4 		$505K Buy
2,359
+40
+2% +$7.69K 0.12% 146
2020
Q3 		$383K Sell
2,319
-516
-18% -$87.9K 0.11% 137
2020
Q2 		$520K Buy
+2,835
New +$436K 0.17% 100
2020
Q1 		– Sell
-815
Closed -$269K – 164
2019
Q4 		$269K Buy
815
+246
+43% +$87.1K 0.22% 75
2019
Q3 		$216K Sell
569
-15
-3% -$5.36K 0.13% 123
2019
Q2 		$213K Hold
584
– – 0.11% 118
2019
Q1 		$223K Sell
584
-160
-22% -$61.6K 0.11% 120
2018
Q4 		$240K Buy
744
+61
+9% +$21.1K 0.13% 106
2018
Q3 		$254K Sell
683
-366
-35% -$129K 0.13% 113
2018
Q2 		$352K Buy
1,049
+134
+15% +$46.1K 0.2% 75
2018
Q1 		$300K Sell
915
-500
-35% -$169K 0.17% 95
2017
Q4 		$417K Buy
1,415
+415
+42% +$112K 0.23% 65
2017
Q3 		$254K Buy
+1,000
New +$233K 0.16% 105
2017
Q2 		– Sell
-2,318
Closed -$410K – 129
2017
Q1 		$410K Sell
2,318
-47
-2% -$8.01K 0.25% 78
2016
Q4 		$368K Buy
2,365
+82
+4% +$12K 0.24% 82
2016
Q3 		$301K Sell
2,283
-18
-0.8% -$2.37K 0.21% 94
2016
Q2 		$299K Sell
2,301
-6
-0.3% -$782 0.22% 92
2016
Q1 		$293K Buy
2,307
+52
+2% +$6.45K 0.22% 93
2015
Q4 		$326K Buy
+2,255
New +$325K 0.22% 93

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Intercontinental Wealth Advisors's BA Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Boeing (BA) stake by 3% in Q2 2023, selling an estimated $13.1K and leaving 2,034 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #203.

Intercontinental Wealth Advisors first reported a position in BA in Q4 2015 and has held it in 29 quarters since. The position peaked at $569K in Q1 2021. 2,229 funds tracked by Wall St. Rank hold BA as of Q2 2023.

  • Intercontinental Wealth Advisors held 2,034 shares of Boeing worth $429K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 63 Boeing shares in Q2 2023, an estimated $13.1K.
  • Boeing made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #203 holding.
  • Intercontinental Wealth Advisors first reported a position in Boeing in Q4 2015 and has held it in 29 quarters since.
  • Intercontinental Wealth Advisors's Boeing position peaked at $569K in Q1 2021.
  • 2,229 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.