Legacy Wealth Planning’s Boeing BA Stock Holding History

Legacy 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 Q3	$588K	Hold	4,860	–	–	0.97%	26
2022 Q2	$664K	Sell	4,860 -209	-4%	-$30.8K	0.95%	27
2022 Q1	$971K	Hold	5,069	–	–	1.14%	18
2021 Q4	$1.02M	Sell	5,069 -698	-12%	-$147K	1.16%	19
2021 Q3	$1.27M	Hold	5,767	–	–	1.42%	16
2021 Q2	$1.38M	Hold	5,767	–	–	1.57%	13
2021 Q1	$1.47M	Buy	5,767 +50	+0.9%	+$11.1K	1.87%	9
2020 Q4	$1.22M	Sell	5,717 -100	-2%	-$19.2K	1.57%	16
2020 Q3	$961K	Sell	5,817 -100	-2%	-$17K	1.1%	23
2020 Q2	$1.08M	Sell	5,917 -59	-1%	-$9.07K	1.29%	16
2020 Q1	$891K	Buy	5,976 +1,755	+42%	+$480K	1.43%	17
2019 Q4	$1.38M	Buy	+4,221	New	+$1.49M	1.56%	14

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Legacy Wealth Planning's BA Position: Q3 2022 in Review

Legacy Wealth Planning held its Boeing (BA) position steady in Q3 2022 at 4,860 shares worth $588K. The position accounts for 0.97% of the portfolio, ranked #26.

Legacy Wealth Planning first reported a position in BA in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2021. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Legacy Wealth Planning held 4,860 shares of Boeing worth $588K as of Q3 2022.
Legacy Wealth Planning left its Boeing share count unchanged in Q3 2022.
Boeing made up 0.97% of Legacy Wealth Planning's portfolio in Q3 2022, its #26 holding.
Legacy Wealth Planning first reported a position in Boeing in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Boeing position peaked at $1.47M in Q1 2021.
1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.