MW
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Milestone Wealth’s Boeing BA Stock Holding History

Milestone 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
2022
Q3 		$121K Hold
1,000
– – 0.14% 65
2022
Q2 		$137K Sell
1,000
-375
-27% -$55.3K 0.14% 65
2022
Q1 		$277K Hold
1,375
– – 0.23% 50
2021
Q4 		$277K Buy
+1,375
New +$291K 0.22% 50

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's BA Position: Q3 2022 in Review

Milestone Wealth held its Boeing (BA) position steady in Q3 2022 at 1,000 shares worth $121K. The position accounts for 0.14% of the portfolio, ranked #65.

Milestone Wealth first reported a position in BA in Q4 2021 and has held it in 4 quarters since. The position peaked at $277K in Q1 2022. 1,830 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Milestone Wealth held 1,000 shares of Boeing worth $121K as of Q3 2022.
  • Milestone Wealth left its Boeing share count unchanged in Q3 2022.
  • Boeing made up 0.14% of Milestone Wealth's portfolio in Q3 2022, its #65 holding.
  • Milestone Wealth first reported a position in Boeing in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Boeing position peaked at $277K in Q1 2022.
  • 1,830 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.