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Mason Investment Advisory Services’s Boeing BA Stock Holding History

Mason Investment Advisory 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
2021
Q3 		– Sell
-4,025
Closed -$964K – 96
2021
Q2 		$964K Hold
4,025
– – 0.1% 48
2021
Q1 		$1.03M Buy
4,025
+1,145
+40% +$254K 0.11% 45
2020
Q4 		$616K Buy
+2,880
New +$554K 0.07% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mason Investment Advisory Services's BA Position: Q3 2021 in Review

Mason Investment Advisory Services sold out of Boeing (BA) in Q3 2021, closing a stake of 4,025 shares — an estimated $964K sold.

Mason Investment Advisory Services first reported a position in BA in Q4 2020 and held it in 3 quarters. The position peaked at $1.03M in Q1 2021. 2,053 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Mason Investment Advisory Services reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • Mason Investment Advisory Services sold 4,025 Boeing shares in Q3 2021, an estimated $964K.
  • Mason Investment Advisory Services first reported a position in Boeing in Q4 2020 and held it in 3 quarters.
  • Mason Investment Advisory Services's Boeing position peaked at $1.03M in Q1 2021.
  • 2,053 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Mason Investment Advisory Services's 13F filing for Q3 2021, filed 6 Aug 2024.