J.W. Coons Advisors’s Boeing BA Stock Holding History

J.W. Coons 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
2022 Q2	–	Sell	-1,129	Closed	-$217K	–	241
2022 Q1	$217K	Buy	1,129 +4	+0.4%	+$803	0.06%	246
2021 Q4	$226K	Hold	1,125	–	–	0.07%	232
2021 Q3	$247K	Sell	1,125 -100	-8%	-$22.3K	0.08%	212
2021 Q2	$294K	Sell	1,225 -200	-14%	-$48.4K	0.1%	176
2021 Q1	$362K	Sell	1,425 -100	-7%	-$22.2K	0.13%	158
2020 Q4	$324K	Sell	1,525 -760	-33%	-$146K	0.12%	159
2020 Q3	$381K	Buy	2,285 +190	+9%	+$32.4K	0.16%	140
2020 Q2	$382K	Sell	2,095 -1,805	-46%	-$277K	0.17%	136
2020 Q1	$581K	Buy	+3,900	New	+$1.07M	0.31%	92

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

J.W. Coons Advisors's BA Position: Q2 2022 in Review

J.W. Coons Advisors sold out of Boeing (BA) in Q2 2022, closing a stake of 1,129 shares — an estimated $217K sold.

J.W. Coons Advisors first reported a position in BA in Q1 2020 and held it in 9 quarters. The position peaked at $581K in Q1 2020. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

J.W. Coons Advisors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
J.W. Coons Advisors sold 1,129 Boeing shares in Q2 2022, an estimated $217K.
J.W. Coons Advisors first reported a position in Boeing in Q1 2020 and held it in 9 quarters.
J.W. Coons Advisors's Boeing position peaked at $581K in Q1 2020.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on J.W. Coons Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.