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KCS Wealth Advisory’s Boeing BA Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-336
Closed -$128K – 172
2019
Q3 		$128K Buy
+336
New +$120K 0.09% 179
2018
Q1 		– Sell
-888
Closed -$262K – 167
2017
Q4 		$262K Buy
+888
New +$240K 0.25% 132

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCS Wealth Advisory's BA Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Boeing (BA) in Q4 2019, closing a stake of 336 shares — an estimated $128K sold.

KCS Wealth Advisory first reported a position in BA in Q4 2017 and held it in 2 quarters. The position peaked at $262K in Q4 2017. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 336 Boeing shares in Q4 2019, an estimated $128K.
  • KCS Wealth Advisory first reported a position in Boeing in Q4 2017 and held it in 2 quarters.
  • KCS Wealth Advisory's Boeing position peaked at $262K in Q4 2017.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.