Lake Point Wealth Management’s Boeing BA Stock Holding History

Lake Point 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
2022 Q2	$0	Hold	1	–	–	﹤0.01%	442
2022 Q1	$0	Hold	1	–	–	﹤0.01%	423
2021 Q4	$0	Hold	1	–	–	﹤0.01%	439
2021 Q3	$0	Hold	1	–	–	﹤0.01%	406
2021 Q2	$0	Buy	+1	New	+$242	﹤0.01%	412
2020 Q1	$0	Sell	1 -306	-100%	-$83.8K	﹤0.01%	390
2019 Q4	$100K	Buy	+307	New	+$109K	0.03%	75
2019 Q2	$116K	Hold	319	–	–	0.04%	65
2019 Q1	$116K	Sell	319 -1,080	-77%	-$416K	0.04%	65
2018 Q4	$451K	Buy	+1,399	New	+$483K	0.17%	89

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

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

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

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

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

Lake Point Wealth Management's BA Position: Q2 2022 in Review

Lake Point Wealth Management held its Boeing (BA) position steady in Q2 2022 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Lake Point Wealth Management first reported a position in BA in Q4 2018 and has held it in 10 quarters since. The position peaked at $451K in Q4 2018. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Lake Point Wealth Management held 1 share of Boeing worth $0 as of Q2 2022.
Lake Point Wealth Management left its Boeing share count unchanged in Q2 2022.
Boeing made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #442 holding.
Lake Point Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Boeing position peaked at $451K in Q4 2018.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.