Long Run Wealth Advisors’s Boeing BA Stock Holding History

Long Run 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 Q3	–	Sell	-10,451	Closed	-$1.43M	–	95
2022 Q2	$1.43M	Buy	10,451 +700	+7%	+$103K	0.55%	44
2022 Q1	$1.88M	Buy	9,751 +606	+7%	+$122K	0.66%	39
2021 Q4	$1.83M	Buy	+9,145	New	+$1.93M	0.64%	40

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

Long Run Wealth Advisors's BA Position: Q3 2022 in Review

Long Run Wealth Advisors sold out of Boeing (BA) in Q3 2022, closing a stake of 10,451 shares — an estimated $1.43M sold.

Long Run Wealth Advisors first reported a position in BA in Q4 2021 and held it in 3 quarters. The position peaked at $1.88M in Q1 2022. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Long Run Wealth Advisors reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Long Run Wealth Advisors sold 10,451 Boeing shares in Q3 2022, an estimated $1.43M.
Long Run Wealth Advisors first reported a position in Boeing in Q4 2021 and held it in 3 quarters.
Long Run Wealth Advisors's Boeing position peaked at $1.88M in Q1 2022.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Long Run Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.