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Kore Private Wealth’s Boeing BA Stock Holding History

Kore Private Wealth’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
2022
Q3 		$223K Buy
1,843
+289
+19% +$44.3K 0.04% 230
2022
Q2 		$212K Sell
1,554
-51
-3% -$7.52K 0.03% 266
2022
Q1 		$307K Buy
1,605
+1
+0.1% +$201 0.04% 236
2021
Q4 		$323K Sell
1,604
-207
-11% -$43.7K 0.04% 228
2021
Q3 		$398K Buy
1,811
+38
+2% +$8.47K 0.04% 272
2021
Q2 		$425K Hold
1,773
– – 0.05% 245
2021
Q1 		$452K Sell
1,773
-394
-18% -$87.6K 0.06% 203
2020
Q4 		$464K Buy
2,167
+292
+16% +$56.1K 0.07% 176
2020
Q3 		$310K Sell
1,875
-5
-0.3% -$852 0.06% 192
2020
Q2 		$344K Buy
1,880
+343
+22% +$52.7K 0.07% 164
2020
Q1 		$229K Sell
1,537
-27
-2% -$7.39K 0.05% 194
2019
Q4 		$509K Sell
1,564
-205
-12% -$72.6K 0.1% 136
2019
Q3 		$663K Sell
1,769
-1,070
-38% -$382K 0.15% 110
2019
Q2 		$1.03M Sell
2,839
-198
-7% -$72.2K 0.23% 86
2019
Q1 		$1.16M Buy
3,037
+324
+12% +$125K 0.26% 77
2018
Q4 		$875K Buy
+2,713
New +$937K 0.24% 83

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kore Private Wealth's BA Position: Q3 2022 in Review

Kore Private Wealth increased its Boeing (BA) stake by 19% in Q3 2022, buying an estimated $44.3K and bringing the position to 1,843 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #230.

Kore Private Wealth first reported a position in BA in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.16M in Q1 2019. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Kore Private Wealth held 1,843 shares of Boeing worth $223K as of Q3 2022.
  • Kore Private Wealth bought 289 Boeing shares in Q3 2022, an estimated $44.3K.
  • Boeing made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #230 holding.
  • Kore Private Wealth first reported a position in Boeing in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Boeing position peaked at $1.16M in Q1 2019.
  • 1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.