Jackson Wealth Management’s Boeing BA Stock Holding History

Jackson Wealth Management’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
2021 Q2	–	Sell	-22,213	Closed	-$5.66M	–	127
2021 Q1	$5.66M	Buy	+22,213	New	+$4.94M	0.85%	35
2020 Q3	–	Sell	-6,213	Closed	-$1.14M	–	126
2020 Q2	$1.14M	Buy	+6,213	New	+$955K	0.2%	92
2019 Q4	–	Sell	-826	Closed	-$310K	–	152
2019 Q3	$310K	Buy	+826	New	+$295K	0.06%	118

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Wealth Management's BA Position: Q2 2021 in Review

Jackson Wealth Management sold out of Boeing (BA) in Q2 2021, closing a stake of 22,213 shares — an estimated $5.66M sold.

Jackson Wealth Management first reported a position in BA in Q3 2019 and held it in 3 quarters. The position peaked at $5.66M in Q1 2021. 2,116 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Jackson Wealth Management reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Jackson Wealth Management sold 22,213 Boeing shares in Q2 2021, an estimated $5.66M.
Jackson Wealth Management first reported a position in Boeing in Q3 2019 and held it in 3 quarters.
Jackson Wealth Management's Boeing position peaked at $5.66M in Q1 2021.
2,116 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Jackson Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.