Midwest Wealth Management’s Boeing BA Stock Holding History

Midwest 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
2022 Q1	$1.71M	Buy	8,927 +400	+5%	+$80.3K	1.04%	50
2021 Q4	$1.72M	Buy	8,527 +649	+8%	+$137K	1.07%	43
2021 Q3	$1.73M	Buy	7,878 +335	+4%	+$74.7K	1.19%	32
2021 Q2	$1.81M	Buy	7,543 +822	+12%	+$199K	1.29%	28
2021 Q1	$1.71M	Buy	6,721 +394	+6%	+$87.6K	1.39%	24
2020 Q4	$1.35M	Buy	+6,327	New	+$1.22M	1.24%	30

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Midwest Wealth Management's BA Position: Q1 2022 in Review

Midwest Wealth Management increased its Boeing (BA) stake by 4.7% in Q1 2022, buying an estimated $80.3K and bringing the position to 8,927 shares worth $1.71M. The position accounts for 1.04% of the portfolio, ranked #50.

Midwest Wealth Management first reported a position in BA in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2021. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Midwest Wealth Management held 8,927 shares of Boeing worth $1.71M as of Q1 2022.
Midwest Wealth Management bought 400 Boeing shares in Q1 2022, an estimated $80.3K.
Boeing made up 1.04% of Midwest Wealth Management's portfolio in Q1 2022, its #50 holding.
Midwest Wealth Management first reported a position in Boeing in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's Boeing position peaked at $1.81M in Q2 2021.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.