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Laurel Wealth Advisors (California)’s Boeing BA Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.79M Sell
14,657
-1,775
-11% -$290K 0.28% 88
2022
Q3 		$1.99M Buy
16,432
+220
+1% +$33.7K 0.21% 110
2022
Q2 		$2.22M Buy
16,212
+1,737
+12% +$256K 0.23% 106
2022
Q1 		$2.77M Sell
14,475
-333
-2% -$66.8K 0.23% 96
2021
Q4 		$2.98M Buy
14,808
+7,388
+100% +$1.56M 0.23% 102
2021
Q3 		$1.63M Sell
7,420
-70
-0.9% -$15.6K 0.3% 69
2021
Q2 		$1.79M Sell
7,490
-49
-0.6% -$11.8K 0.23% 102
2021
Q1 		$1.92M Buy
7,539
+97
+1% +$21.6K 0.29% 85
2020
Q4 		$1.59M Sell
7,442
-12
-0.2% -$2.31K 0.23% 101
2020
Q3 		$1.23M Sell
7,454
-346
-4% -$59K 0.2% 120
2020
Q2 		$1.43M Buy
7,800
+949
+14% +$146K 0.26% 98
2020
Q1 		$1.02M Buy
6,851
+1,677
+32% +$459K 0.23% 117
2019
Q4 		$1.69M Sell
5,174
-8,506
-62% -$3.01M 0.28% 98
2019
Q3 		$5.2M Buy
13,680
+8,251
+152% +$2.95M 0.89% 22
2019
Q2 		$1.98M Sell
5,429
-402
-7% -$147K 0.43% 58
2019
Q1 		$2.22M Buy
5,831
+60
+1% +$23.1K 0.55% 44
2018
Q4 		$1.86M Sell
5,771
-1,424
-20% -$492K 0.55% 42
2018
Q3 		$2.67M Buy
7,195
+135
+2% +$47.4K 0.66% 33
2018
Q2 		$2.37M Buy
7,060
+358
+5% +$123K 0.63% 37
2018
Q1 		$2.2M Sell
6,702
-618
-8% -$209K 0.68% 34
2017
Q4 		$2.16M Sell
7,320
-204
-3% -$55.2K 0.62% 39
2017
Q3 		$1.91M Buy
7,524
+60
+0.8% +$14K 0.64% 37
2017
Q2 		$1.48M Buy
7,464
+1,155
+18% +$215K 0.52% 55
2017
Q1 		$1.11M Buy
6,309
+2,174
+53% +$370K 0.43% 71
2016
Q4 		$643K Buy
4,135
+1,231
+42% +$180K 0.28% 100
2016
Q3 		$383K Sell
2,904
-324
-10% -$42.7K 0.18% 145
2016
Q2 		$419K Buy
3,228
+483
+18% +$63K 0.2% 129
2016
Q1 		$349K Sell
2,745
-118
-4% -$14.6K 0.18% 149
2015
Q4 		$414K Buy
+2,863
New +$412K 0.21% 124

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurel Wealth Advisors (California)'s BA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Boeing (BA) stake by 11% in Q4 2022, selling an estimated $290K and leaving 14,657 shares worth $2.79M. The position accounts for 0.28% of the portfolio, ranked #88.

Laurel Wealth Advisors (California) first reported a position in BA in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.2M in Q3 2019. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,657 shares of Boeing worth $2.79M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,775 Boeing shares in Q4 2022, an estimated $290K.
  • Boeing made up 0.28% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #88 holding.
  • Laurel Wealth Advisors (California) first reported a position in Boeing in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Boeing position peaked at $5.2M in Q3 2019.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.