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Johanson Financial Advisors’s Boeing BA Stock Holding History

Johanson Financial 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
2021
Q4 		$1.48M Sell
7,341
-59
-0.8% -$12.5K 0.45% 48
2021
Q3 		$1.63M Sell
7,400
-66
-0.9% -$14.7K 0.56% 43
2021
Q2 		$1.66M Buy
7,466
+39
+0.5% +$9.43K 0.56% 43
2021
Q1 		$1.88M Buy
7,427
+648
+10% +$144K 0.68% 38
2020
Q4 		$1.45M Sell
6,779
-629
-8% -$121K 0.59% 41
2020
Q3 		$1.27M Sell
7,408
-2,100
-22% -$358K 0.57% 43
2020
Q2 		$1.74M Sell
9,508
-54
-0.6% -$8.3K 0.87% 30
2020
Q1 		$1.43M Sell
9,562
-2,830,583
-100% -$775M 0.82% 33
2019
Q4 		$8.72M Buy
2,840,145
+2,832,137
+35,366% +$1B 0.41% 46
2019
Q3 		$3.05M Buy
8,008
+1,058
+15% +$378K 1.59% 21
2019
Q2 		$2.54M Buy
6,950
+337
+5% +$123K 1.35% 23
2019
Q1 		$2.53M Buy
6,613
+1,464
+28% +$564K 1.42% 23
2018
Q4 		$1.67M Buy
5,149
+172
+3% +$59.4K 1.12% 30
2018
Q3 		$1.85M Buy
4,977
+136
+3% +$47.8K 1.07% 29
2018
Q2 		$1.62M Buy
4,841
+94
+2% +$32.3K 1.03% 28
2018
Q1 		$1.56M Buy
4,747
+127
+3% +$42.9K 1.03% 28
2017
Q4 		$1.36M Buy
4,620
+649
+16% +$176K 0.9% 31
2017
Q3 		$1.01M Buy
3,971
+173
+5% +$40.3K 0.74% 35
2017
Q2 		$751K Buy
3,798
+154
+4% +$28.7K 0.61% 38
2017
Q1 		$643K Buy
+3,644
New +$621K 0.57% 41
2016
Q4 		– Sell
-3,792
Closed -$500K – 13
2016
Q3 		$500K Sell
3,792
-113
-3% -$14.9K 0.54% 45
2016
Q2 		$509K Sell
3,905
-59
-1% -$7.69K 0.6% 42
2016
Q1 		$503K Buy
3,964
+122
+3% +$15.1K 0.62% 41
2015
Q4 		$555K Buy
+3,842
New +$553K 0.72% 36

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Johanson Financial Advisors's BA Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Boeing (BA) stake by 0.8% in Q4 2021, selling an estimated $12.5K and leaving 7,341 shares worth $1.48M. The position accounts for 0.45% of the portfolio, ranked #48.

Johanson Financial Advisors first reported a position in BA in Q4 2015 and has held it in 24 quarters since. The position peaked at $8.72M in Q4 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Johanson Financial Advisors held 7,341 shares of Boeing worth $1.48M as of Q4 2021.
  • Johanson Financial Advisors sold 59 Boeing shares in Q4 2021, an estimated $12.5K.
  • Boeing made up 0.45% of Johanson Financial Advisors's portfolio in Q4 2021, its #48 holding.
  • Johanson Financial Advisors first reported a position in Boeing in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Boeing position peaked at $8.72M in Q4 2019.
  • 2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.