Legacy Wealth Partners (California)’s Boeing BA Stock Holding History

Legacy Wealth Partners (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
2021 Q2	$204K	Sell	852 -4,775	-85%	-$1.15M	0.11%	89
2021 Q1	$1.43M	Buy	5,627 +1,709	+44%	+$380K	0.84%	23
2020 Q4	$839K	Buy	+3,918	New	+$753K	0.53%	50
2020 Q3	–	Sell	-3,111	Closed	-$570K	–	90
2020 Q2	$570K	Sell	3,111 -186	-6%	-$28.6K	0.43%	48
2020 Q1	$492K	Buy	3,297 +2,445	+287%	+$669K	0.46%	39
2019 Q4	$281K	Buy	+852	New	+$302K	0.2%	80

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Partners (California)'s BA Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Boeing (BA) stake by 85% in Q2 2021, selling an estimated $1.15M and leaving 852 shares worth $204K. The position accounts for 0.11% of the portfolio, ranked #89.

Legacy Wealth Partners (California) first reported a position in BA in Q4 2019 and has held it in 6 quarters since. The position peaked at $1.43M in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Legacy Wealth Partners (California) held 852 shares of Boeing worth $204K as of Q2 2021.
Legacy Wealth Partners (California) sold 4,775 Boeing shares in Q2 2021, an estimated $1.15M.
Boeing made up 0.11% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #89 holding.
Legacy Wealth Partners (California) first reported a position in Boeing in Q4 2019 and has held it in 6 quarters since.
Legacy Wealth Partners (California)'s Boeing position peaked at $1.43M in Q1 2021.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.