Lucia Wealth Services’s Boeing BA Stock Holding History

Lucia Wealth Services’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
2020 Q3	$65K	Buy	393 +10	+3%	+$1.7K	0.02%	153
2020 Q2	$70K	Buy	383 +2	+0.5%	+$307	0.02%	148
2020 Q1	$57K	Sell	381 -1,488	-80%	-$407K	0.02%	161
2019 Q4	$609K	Sell	1,869 -3,338	-64%	-$1.18M	0.19%	86
2019 Q3	$1.98M	Buy	5,207 +114	+2%	+$40.8K	0.66%	33
2019 Q2	$1.85M	Sell	5,093 -798	-14%	-$291K	0.64%	34
2019 Q1	$2.25M	Buy	5,891 +4,228	+254%	+$1.63M	0.77%	30
2018 Q4	$536K	Sell	1,663 -1,670	-50%	-$577K	0.25%	73
2018 Q3	$1.24M	Buy	3,333 +188	+6%	+$66K	0.39%	63
2018 Q2	$1.05M	Buy	3,145 +2,762	+721%	+$950K	0.46%	53
2018 Q1	$126K	Buy	+383	New	+$129K	0.04%	121

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Lucia Wealth Services's BA Position: Q3 2020 in Review

Lucia Wealth Services increased its Boeing (BA) stake by 2.6% in Q3 2020, buying an estimated $1.7K and bringing the position to 393 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #153.

Lucia Wealth Services first reported a position in BA in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2019. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

Lucia Wealth Services held 393 shares of Boeing worth $65K as of Q3 2020.
Lucia Wealth Services bought 10 Boeing shares in Q3 2020, an estimated $1.7K.
Boeing made up 0.02% of Lucia Wealth Services's portfolio in Q3 2020, its #153 holding.
Lucia Wealth Services first reported a position in Boeing in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Boeing position peaked at $2.25M in Q1 2019.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.