Investment Advisory Services’s Boeing BA Stock Holding History

Investment Advisory Services’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	–	Sell	-6,772	Closed	-$1.3M	–	99
2022 Q1	$1.3M	Sell	6,772 -191	-3%	-$38.3K	0.72%	43
2021 Q4	$1.4M	Buy	6,963 +345	+5%	+$72.9K	0.77%	40
2021 Q3	$1.46M	Buy	6,618 +224	+4%	+$50K	0.89%	39
2021 Q2	$1.53M	Buy	+6,394	New	+$1.55M	0.95%	38
2020 Q4	$1.35M	Sell	6,288 -192	-3%	-$36.9K	0.94%	35
2020 Q3	$1.07M	Buy	6,480 +93	+1%	+$15.8K	0.85%	38
2020 Q2	$1.17M	Sell	6,387 -14	-0.2%	-$2.15K	1%	29
2020 Q1	$955K	Sell	6,401 -247	-4%	-$67.6K	1.02%	29
2019 Q4	$2.17M	Buy	+6,648	New	+$2.35M	1.95%	12

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Investment Advisory Services's BA Position: Q2 2022 in Review

Investment Advisory Services sold out of Boeing (BA) in Q2 2022, closing a stake of 6,772 shares — an estimated $1.3M sold.

Investment Advisory Services first reported a position in BA in Q4 2019 and held it in 9 quarters. The position peaked at $2.17M in Q4 2019. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Investment Advisory Services reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Investment Advisory Services sold 6,772 Boeing shares in Q2 2022, an estimated $1.3M.
Investment Advisory Services first reported a position in Boeing in Q4 2019 and held it in 9 quarters.
Investment Advisory Services's Boeing position peaked at $2.17M in Q4 2019.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Investment Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.