Kings Point Capital Management’s Boeing BA Stock Holding History

Kings Point Capital 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
2021 Q2	–	Sell	-4,000	Closed	-$222K	–	543
2021 Q1	$222K	Buy	+4,000	New	+$889K	0.02%	195
2020 Q2	–	Sell	-73	Closed	-$74K	–	444
2020 Q1	$74K	Sell	73 -9	-11%	-$2.46K	0.01%	237
2019 Q4	$226K	Buy	82 +26	+46%	+$9.2K	0.03%	170
2019 Q3	$335K	Buy	+56	New	+$20K	0.06%	141

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kings Point Capital Management's BA Position: Q1 2022 in Review

Kings Point Capital Management reduced its Boeing (BA) stake by 7.1% in Q1 2022, selling an estimated $36.7K and leaving 2,387 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #138.

Kings Point Capital Management first reported a position in BA in Q2 2013 and has held it in 36 quarters since. The position peaked at $14.5M in Q4 2017. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Kings Point Capital Management held 2,387 shares of Boeing worth $457K as of Q1 2022.
Kings Point Capital Management sold 183 Boeing shares in Q1 2022, an estimated $36.7K.
Boeing made up 0.04% of Kings Point Capital Management's portfolio in Q1 2022, its #138 holding.
Kings Point Capital Management first reported a position in Boeing in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Boeing position peaked at $14.5M in Q4 2017.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.