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Keystone Financial Planning’s Boeing BA Stock Holding History

Keystone Financial Planning’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 		– Sell
-13,631
Closed -$4.44M – 46
2019
Q4 		$4.44M Sell
13,631
-462
-3% -$164K 1.98% 26
2019
Q3 		$5.36M Sell
14,093
-94
-0.7% -$33.6K 2.56% 22
2019
Q2 		$5.16M Sell
14,187
-21
-0.1% -$7.66K 2.53% 21
2019
Q1 		$5.42M Hold
14,208
– – 2.67% 19
2018
Q4 		$4.58M Sell
14,208
-392
-3% -$135K 2.56% 19
2018
Q3 		$5.43M Hold
14,600
– – 2.77% 18
2018
Q2 		$4.9M Sell
14,600
-25
-0.2% -$8.6K 2.7% 21
2018
Q1 		$4.79M Sell
14,625
-9,775
-40% -$3.3M 2.67% 20
2017
Q4 		$7.2M Sell
24,400
-17,523
-42% -$4.74M 3.84% 7
2017
Q3 		$10.7M Sell
41,923
-1,407
-3% -$328K 6.04% 1
2017
Q2 		$8.57M Buy
43,330
+265
+0.6% +$49.3K 5.19% 1
2017
Q1 		$7.62M Buy
43,065
+276
+0.6% +$47K 4.73% 1
2016
Q4 		$6.66M Buy
42,789
+190
+0.4% +$27.7K 4.35% 4
2016
Q3 		$5.61M Buy
42,599
+675
+2% +$88.9K 3.69% 7
2016
Q2 		$5.45M Buy
41,924
+2,242
+6% +$292K 3.69% 9
2016
Q1 		$5.04M Buy
+39,682
New +$4.92M 3.61% 7

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

Keystone Financial Planning's BA Position: Q1 2020 in Review

Keystone Financial Planning sold out of Boeing (BA) in Q1 2020, closing a stake of 13,631 shares — an estimated $4.44M sold.

Keystone Financial Planning first reported a position in BA in Q1 2016 and held it in 16 quarters. The position peaked at $10.7M in Q3 2017. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Keystone Financial Planning reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Keystone Financial Planning sold 13,631 Boeing shares in Q1 2020, an estimated $4.44M.
  • Keystone Financial Planning first reported a position in Boeing in Q1 2016 and held it in 16 quarters.
  • Keystone Financial Planning's Boeing position peaked at $10.7M in Q3 2017.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Keystone Financial Planning's 13F filing for Q1 2020, filed 5 May 2020.