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Lyons Wealth Management’s Boeing BA Stock Holding History

Lyons 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
2019
Q4 		$598K Sell
1,838
-132
-7% -$46.7K 1.75% 10
2019
Q3 		$749K Buy
1,970
+132
+7% +$47.2K 1.95% 10
2019
Q2 		$669K Buy
+1,838
New +$670K 1.6% 13
2019
Q1 		– Sell
-2,586
Closed -$836K – 16
2018
Q4 		$836K Sell
2,586
-167
-6% -$57.7K 2.72% 10
2018
Q3 		$1.02M Sell
2,753
-103
-4% -$36.2K 2.03% 12
2018
Q2 		$957K Sell
2,856
-580
-17% -$199K 1.37% 12
2018
Q1 		$1.13M Buy
+3,436
New +$1.16M 1.71% 6
2017
Q4 		– Sell
-4,696
Closed -$1.18M – 50
2017
Q3 		$1.18M Sell
4,696
-1,050
-18% -$245K 1.76% 6
2017
Q2 		$1.14M Sell
5,746
-187
-3% -$34.8K 1.59% 7
2017
Q1 		$1.05M Sell
5,933
-478
-7% -$81.4K 1.11% 8
2016
Q4 		$997K Sell
6,411
-313
-5% -$45.7K 1.36% 11
2016
Q3 		$887K Sell
6,724
-134
-2% -$17.7K 1.22% 13
2016
Q2 		$890K Buy
6,858
+444
+7% +$57.9K 1.34% 8
2016
Q1 		$816K Sell
6,414
-911
-12% -$113K 1.17% 23
2015
Q4 		$1.06M Buy
7,325
+810
+12% +$117K 1.35% 8
2015
Q3 		$852K Sell
6,515
-159
-2% -$22.1K 1.09% 19
2015
Q2 		$926K Buy
+6,674
New +$973K 1.05% 26
2015
Q1 		– Sell
-8,135
Closed -$1.06M – 64
2014
Q4 		$1.06M Buy
+8,135
New +$1.03M 1.11% 26
2014
Q3 		– Sell
-7,347
Closed -$934K – 67
2014
Q2 		$934K Buy
+7,347
New +$959K 0.83% 36

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lyons Wealth Management's BA Position: Q4 2019 in Review

Lyons Wealth Management reduced its Boeing (BA) stake by 6.7% in Q4 2019, selling an estimated $46.7K and leaving 1,838 shares worth $598K. The position accounts for 1.75% of the portfolio, ranked #10.

Lyons Wealth Management first reported a position in BA in Q2 2014 and has held it in 19 quarters since. The position peaked at $1.18M in Q3 2017. 2,177 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Lyons Wealth Management held 1,838 shares of Boeing worth $598K as of Q4 2019.
  • Lyons Wealth Management sold 132 Boeing shares in Q4 2019, an estimated $46.7K.
  • Boeing made up 1.75% of Lyons Wealth Management's portfolio in Q4 2019, its #10 holding.
  • Lyons Wealth Management first reported a position in Boeing in Q2 2014 and has held it in 19 quarters since.
  • Lyons Wealth Management's Boeing position peaked at $1.18M in Q3 2017.
  • 2,177 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.