Laurel Wealth Planning’s Boeing BA Stock Holding History

Laurel Wealth 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
2022 Q2	–	Sell	-250	Closed	-$48K	–	241
2022 Q1	$48K	Buy	+250	New	+$50.2K	0.03%	122

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

Laurel Wealth Planning's BA Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Boeing (BA) in Q2 2022, closing a stake of 250 shares — an estimated $48K sold.

Laurel Wealth Planning first reported a position in BA in Q1 2022 and held it in 1 quarter. The position peaked at $48K in Q1 2022. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Laurel Wealth Planning reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Planning sold 250 Boeing shares in Q2 2022, an estimated $48K.
Laurel Wealth Planning first reported a position in Boeing in Q1 2022 and held it in 1 quarter.
Laurel Wealth Planning's Boeing position peaked at $48K in Q1 2022.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.