McCarthy Asset Management’s Boeing BA Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-229	Closed	-$44K	–	61
2022 Q1	$44K	Hold	229	–	–	0.03%	88
2021 Q4	$46K	Hold	229	–	–	0.03%	86
2021 Q3	$50K	Sell	229 -25	-10%	-$5.58K	0.04%	83
2021 Q2	$61K	Sell	254 -102	-29%	-$24.7K	0.04%	78
2021 Q1	$91K	Buy	356 +25	+8%	+$5.56K	0.07%	62
2020 Q4	$71K	Buy	+331	New	+$63.6K	0.06%	73

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarthy Asset Management's BA Position: Q2 2022 in Review

McCarthy Asset Management sold out of Boeing (BA) in Q2 2022, closing a stake of 229 shares — an estimated $44K sold.

McCarthy Asset Management first reported a position in BA in Q4 2020 and held it in 6 quarters. The position peaked at $91K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

McCarthy Asset Management reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 229 Boeing shares in Q2 2022, an estimated $44K.
McCarthy Asset Management first reported a position in Boeing in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Boeing position peaked at $91K in Q1 2021.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.