Investmark Advisory Group’s Boeing BA Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-110	Closed	-$22K	–	110
2021 Q4	$22K	Buy	+110	New	+$23.2K	0.02%	209

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investmark Advisory Group's BA Position: Q1 2022 in Review

Investmark Advisory Group sold out of Boeing (BA) in Q1 2022, closing a stake of 110 shares — an estimated $22K sold.

Investmark Advisory Group first reported a position in BA in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Investmark Advisory Group reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 110 Boeing shares in Q1 2022, an estimated $22K.
Investmark Advisory Group first reported a position in Boeing in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Boeing position peaked at $22K in Q4 2021.
2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.