Jupiter Wealth Management’s Boeing BA Stock Holding History

Jupiter 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
2020 Q2	–	Sell	-2,030	Closed	-$271K	–	75
2020 Q1	$271K	Sell	2,030 -3,962	-66%	-$1.08M	0.16%	60
2019 Q4	$1.99M	Buy	5,992 +396	+7%	+$140K	0.96%	30
2019 Q3	$2.13M	Sell	5,596 -1,040	-16%	-$372K	1.14%	29
2019 Q2	$2.45M	Sell	6,636 -564	-8%	-$206K	1.21%	31
2019 Q1	$2.74M	Buy	+7,200	New	+$2.77M	1.32%	29

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Jupiter Wealth Management's BA Position: Q2 2020 in Review

Jupiter Wealth Management sold out of Boeing (BA) in Q2 2020, closing a stake of 2,030 shares — an estimated $271K sold.

Jupiter Wealth Management first reported a position in BA in Q1 2019 and held it in 5 quarters. The position peaked at $2.74M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

Jupiter Wealth Management reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
Jupiter Wealth Management sold 2,030 Boeing shares in Q2 2020, an estimated $271K.
Jupiter Wealth Management first reported a position in Boeing in Q1 2019 and held it in 5 quarters.
Jupiter Wealth Management's Boeing position peaked at $2.74M in Q1 2019.
1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Jupiter Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.