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Madison Wealth Management’s Boeing BA Stock Holding History

Madison 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
2020
Q4 		– Sell
-6,172
Closed -$1.02M – 140
2020
Q3 		$1.02M Sell
6,172
-759
-11% -$129K 0.31% 69
2020
Q2 		$1.27M Sell
6,931
-183
-3% -$28.1K 0.42% 56
2020
Q1 		$1.06M Buy
+7,114
New +$1.95M 0.43% 54

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Madison Wealth Management's BA Position: Q4 2020 in Review

Madison Wealth Management sold out of Boeing (BA) in Q4 2020, closing a stake of 6,172 shares — an estimated $1.02M sold.

Madison Wealth Management first reported a position in BA in Q1 2020 and held it in 3 quarters. The position peaked at $1.27M in Q2 2020. 2,039 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Madison Wealth Management reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
  • Madison Wealth Management sold 6,172 Boeing shares in Q4 2020, an estimated $1.02M.
  • Madison Wealth Management first reported a position in Boeing in Q1 2020 and held it in 3 quarters.
  • Madison Wealth Management's Boeing position peaked at $1.27M in Q2 2020.
  • 2,039 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Madison Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.