Lenox Wealth Advisors’s Boeing BA Stock Holding History

Lenox Wealth Advisors’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 Q1	$110K	Buy	630 +468	+289%	+$93.9K	0.01%	158
2021 Q4	$33K	Buy	162 +42	+35%	+$8.87K	﹤0.01%	320
2021 Q3	$26K	Sell	120 -9	-7%	-$2.01K	﹤0.01%	320
2021 Q2	$31K	Buy	129 +107	+486%	+$25.9K	﹤0.01%	293
2021 Q1	$6K	Buy	22 +1	+5%	+$222	﹤0.01%	474
2020 Q4	$4K	Buy	21 +2	+11%	+$384	﹤0.01%	524
2020 Q3	$3K	Sell	19 -48	-72%	-$8.18K	﹤0.01%	474
2020 Q2	$12K	Hold	67	–	–	﹤0.01%	352
2020 Q1	$10K	Sell	67 -5	-7%	-$1.37K	﹤0.01%	340
2019 Q4	$23K	Sell	72 -235	-77%	-$83.2K	﹤0.01%	309
2019 Q3	$117K	Buy	307 +245	+395%	+$87.6K	0.02%	101
2019 Q2	$23K	Buy	+62	New	+$22.6K	﹤0.01%	212
2018 Q3	–	Sell	-249	Closed	-$84K	–	416
2018 Q2	$84K	Buy	249 +188	+308%	+$64.7K	0.02%	95
2018 Q1	$20K	Buy	61 +45	+281%	+$15.2K	﹤0.01%	272
2017 Q4	$5K	Buy	16 +13	+433%	+$3.52K	﹤0.01%	212
2017 Q3	$1K	Buy	+3	New	+$699	﹤0.01%	194
2016 Q4	–	Sell	-505	Closed	-$67K	–	116
2016 Q3	$67K	Hold	505	–	–	0.02%	67
2016 Q2	$66K	Hold	505	–	–	0.02%	74
2016 Q1	$64K	Sell	505 -79	-14%	-$9.8K	0.02%	73
2015 Q4	$84K	Sell	584 -30	-5%	-$4.32K	0.03%	60
2015 Q3	$80K	Hold	614	–	–	0.03%	59
2015 Q2	$85K	Hold	614	–	–	0.04%	48
2015 Q1	$92K	Hold	614	–	–	0.04%	48
2014 Q4	$80K	Sell	614 -110	-15%	-$13.9K	0.03%	60
2014 Q3	$92K	Hold	724	–	–	0.04%	46
2014 Q2	$92K	Buy	724 +90	+14%	+$11.7K	0.04%	41
2014 Q1	$81K	Sell	634 -60	-9%	-$7.82K	0.05%	41
2013 Q4	$95K	Buy	694 +60	+9%	+$7.8K	0.07%	42
2013 Q3	$74K	Buy	634 +505	+391%	+$54.4K	0.07%	25
2013 Q2	$13K	Buy	+129	New	+$12.3K	0.01%	91

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's BA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Boeing (BA) stake by 289% in Q1 2022, buying an estimated $93.9K and bringing the position to 630 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #158.

Lenox Wealth Advisors first reported a position in BA in Q2 2013 and has held it in 30 quarters since. The position peaked at $117K in Q3 2019. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Lenox Wealth Advisors held 630 shares of Boeing worth $110K as of Q1 2022.
Lenox Wealth Advisors bought 468 Boeing shares in Q1 2022, an estimated $93.9K.
Boeing made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #158 holding.
Lenox Wealth Advisors first reported a position in Boeing in Q2 2013 and has held it in 30 quarters since.
Lenox Wealth Advisors's Boeing position peaked at $117K in Q3 2019.
2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.