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Intersect Capital’s Boeing BA Stock Holding History

Intersect Capital’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
2022
Q2 		$245K Sell
1,790
-2,011
-53% -$297K 0.07% 272
2022
Q1 		$728K Sell
3,801
-299
-7% -$60K 0.14% 139
2021
Q4 		$825K Sell
4,100
-4,474
-52% -$945K 0.15% 122
2021
Q3 		$1.89M Sell
8,574
-410
-5% -$91.4K 0.32% 63
2021
Q2 		$2.15M Buy
8,984
+385
+4% +$93.1K 0.38% 55
2021
Q1 		$2.19M Sell
8,599
-46
-0.5% -$10.2K 0.44% 50
2020
Q4 		$1.85M Buy
8,645
+4,013
+87% +$771K 0.41% 52
2020
Q3 		$766K Buy
4,632
+203
+5% +$34.6K 0.21% 83
2020
Q2 		$812K Buy
4,429
+225
+5% +$34.6K 0.26% 66
2020
Q1 		$627K Sell
4,204
-4,163
-50% -$1.14M 0.25% 68
2019
Q4 		$2.73M Buy
8,367
+14
+0.2% +$4.96K 0.91% 25
2019
Q3 		$3.18M Buy
8,353
+57
+0.7% +$20.4K 1.19% 21
2019
Q2 		$3.02M Buy
8,296
+219
+3% +$79.9K 1.17% 20
2019
Q1 		$3.08M Sell
8,077
-894
-10% -$344K 1.3% 19
2018
Q4 		$2.89M Buy
8,971
+233
+3% +$80.5K 1.39% 18
2018
Q3 		$3.25M Sell
8,738
-234
-3% -$82.2K 1.42% 17
2018
Q2 		$3.01M Sell
8,972
-934
-9% -$321K 1.45% 16
2018
Q1 		$3.25M Buy
9,906
+64
+0.7% +$21.6K 1.72% 15
2017
Q4 		$2.9M Sell
9,842
-476
-5% -$129K 1.57% 18
2017
Q3 		$2.62M Sell
10,318
-554
-5% -$129K 1.49% 21
2017
Q2 		$2.15M Buy
10,872
+2,456
+29% +$457K 1.29% 25
2017
Q1 		$1.49M Sell
8,416
-769
-8% -$131K 1.3% 22
2016
Q4 		$1.43M Buy
9,185
+641
+8% +$93.6K 1.07% 25
2016
Q3 		$1.13M Buy
8,544
+579
+7% +$76.3K 0.89% 30
2016
Q2 		$1.03M Buy
7,965
+986
+14% +$129K 0.62% 41
2016
Q1 		$886K Buy
6,979
+5,271
+309% +$654K 0.56% 44
2015
Q4 		$247K Buy
+1,708
New +$246K 0.21% 82
2015
Q2 		– Sell
-333
Closed -$48K – 133
2015
Q1 		$48K Sell
333
-424
-56% -$61.7K 0.04% 181
2014
Q4 		$98K Buy
+757
New +$96K 0.08% 128

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intersect Capital's BA Position: Q2 2022 in Review

Intersect Capital reduced its Boeing (BA) stake by 53% in Q2 2022, selling an estimated $297K and leaving 1,790 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #272.

Intersect Capital first reported a position in BA in Q4 2014 and has held it in 29 quarters since. The position peaked at $3.25M in Q3 2018. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Intersect Capital held 1,790 shares of Boeing worth $245K as of Q2 2022.
  • Intersect Capital sold 2,011 Boeing shares in Q2 2022, an estimated $297K.
  • Boeing made up 0.07% of Intersect Capital's portfolio in Q2 2022, its #272 holding.
  • Intersect Capital first reported a position in Boeing in Q4 2014 and has held it in 29 quarters since.
  • Intersect Capital's Boeing position peaked at $3.25M in Q3 2018.
  • 1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.