MA Private Wealth’s Boeing BA Stock Holding History

MA Private Wealth’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
2023 Q1	–	Sell	-1,380	Closed	-$263K	–	66
2022 Q4	$263K	Buy	+1,380	New	+$226K	0.06%	73
2022 Q2	–	Sell	-1,380	Closed	-$264K	–	66
2022 Q1	$264K	Hold	1,380	–	–	0.05%	77
2021 Q4	$278K	Buy	1,380 +5	+0.4%	+$1.06K	0.05%	78
2021 Q3	$302K	Hold	1,375	–	–	0.06%	73
2021 Q2	$329K	Hold	1,375	–	–	0.07%	72
2021 Q1	$350K	Buy	+1,375	New	+$306K	0.07%	71
2020 Q4	–	Sell	-1,375	Closed	-$227K	–	67
2020 Q3	$227K	Hold	1,375	–	–	0.05%	78
2020 Q2	$252K	Hold	1,375	–	–	0.06%	73
2020 Q1	$205K	Buy	+1,375	New	+$376K	0.06%	80
2019 Q4	–	Sell	-1,378	Closed	-$524K	–	76
2019 Q3	$524K	Buy	1,378 +11	+0.8%	+$3.93K	0.15%	54
2019 Q2	$497K	Buy	1,367 +8	+0.6%	+$2.92K	0.14%	57
2019 Q1	$518K	Buy	1,359 +7	+0.5%	+$2.69K	0.16%	59
2018 Q4	$436K	Buy	+1,352	New	+$467K	0.17%	64

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

MA Private Wealth's BA Position: Q1 2023 in Review

MA Private Wealth sold out of Boeing (BA) in Q1 2023, closing a stake of 1,380 shares — an estimated $263K sold.

MA Private Wealth first reported a position in BA in Q4 2018 and held it in 13 quarters. The position peaked at $524K in Q3 2019. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

MA Private Wealth reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
MA Private Wealth sold 1,380 Boeing shares in Q1 2023, an estimated $263K.
MA Private Wealth first reported a position in Boeing in Q4 2018 and held it in 13 quarters.
MA Private Wealth's Boeing position peaked at $524K in Q3 2019.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on MA Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.