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JOYN Advisors’s Boeing BA Stock Holding History

JOYN 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
2020
Q1 		$279K Sell
1,874
-140
-7% -$38.3K 0.09% 80
2019
Q4 		$656K Sell
2,014
-112
-5% -$39.6K 0.14% 40
2019
Q3 		$809K Sell
2,126
-8
-0.4% -$2.86K 0.18% 32
2019
Q2 		$706K Buy
2,134
+95
+5% +$34.6K 0.16% 43
2019
Q1 		$778K Sell
2,039
-150
-7% -$57.7K 0.18% 34
2018
Q4 		$706K Sell
2,189
-281
-11% -$97.1K 0.16% 41
2018
Q3 		$919K Sell
2,470
-242
-9% -$85K 0.17% 33
2018
Q2 		$910K Sell
2,712
-1,437
-35% -$494K 0.19% 32
2018
Q1 		$1.36M Sell
4,149
-3,272
-44% -$1.11M 0.29% 18
2017
Q4 		$2.19M Buy
+7,421
New +$2.01M 0.47% 19

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JOYN Advisors's BA Position: Q1 2020 in Review

JOYN Advisors reduced its Boeing (BA) stake by 7% in Q1 2020, selling an estimated $38.3K and leaving 1,874 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #80.

JOYN Advisors first reported a position in BA in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.19M in Q4 2017. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • JOYN Advisors held 1,874 shares of Boeing worth $279K as of Q1 2020.
  • JOYN Advisors sold 140 Boeing shares in Q1 2020, an estimated $38.3K.
  • Boeing made up 0.09% of JOYN Advisors's portfolio in Q1 2020, its #80 holding.
  • JOYN Advisors first reported a position in Boeing in Q4 2017 and has held it in 10 quarters since.
  • JOYN Advisors's Boeing position peaked at $2.19M in Q4 2017.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.