Loveless Wealth Management’s Boeing BA Stock Holding History

Loveless Wealth Management’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	$517K	Sell	3,782 -238	-6%	-$35.1K	0.34%	85
2022 Q1	$770K	Hold	4,020	–	–	0.44%	72
2021 Q4	$809K	Sell	4,020 -15	-0.4%	-$3.17K	0.44%	70
2021 Q3	$887K	Buy	4,035 +40	+1%	+$8.92K	0.54%	60
2021 Q2	$957K	Sell	3,995 -75	-2%	-$18.1K	0.58%	61
2021 Q1	$1.04M	Buy	4,070 +5	+0.1%	+$1.11K	0.68%	53
2020 Q4	$870K	Sell	4,065 -20	-0.5%	-$3.85K	0.64%	57
2020 Q3	$675K	Sell	4,085 -275	-6%	-$46.9K	0.57%	59
2020 Q2	$799K	Buy	4,360 +60	+1%	+$9.22K	0.74%	49
2020 Q1	$641K	Buy	4,300 +120	+3%	+$32.8K	0.76%	49
2019 Q4	$1.39M	Buy	+4,180	New	+$1.48M	1.2%	29

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

Loveless Wealth Management's BA Position: Q2 2022 in Review

Loveless Wealth Management reduced its Boeing (BA) stake by 5.9% in Q2 2022, selling an estimated $35.1K and leaving 3,782 shares worth $517K. The position accounts for 0.34% of the portfolio, ranked #85.

Loveless Wealth Management first reported a position in BA in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2019. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Loveless Wealth Management held 3,782 shares of Boeing worth $517K as of Q2 2022.
Loveless Wealth Management sold 238 Boeing shares in Q2 2022, an estimated $35.1K.
Boeing made up 0.34% of Loveless Wealth Management's portfolio in Q2 2022, its #85 holding.
Loveless Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Boeing position peaked at $1.39M in Q4 2019.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.