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Minot Wealth Management’s Boeing BA Stock Holding History

Minot 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
Q2 		– Sell
-1,835
Closed -$351K – 188
2022
Q1 		$351K Buy
1,835
+40
+2% +$8.03K 0.08% 147
2021
Q4 		$361K Sell
1,795
-96
-5% -$20.3K 0.07% 147
2021
Q3 		$416K Sell
1,891
-39
-2% -$8.7K 0.09% 138
2021
Q2 		$440K Sell
1,930
-661
-26% -$160K 0.1% 133
2021
Q1 		$660K Buy
2,591
+1,100
+74% +$244K 0.17% 105
2020
Q4 		$319K Buy
1,491
+204
+16% +$39.2K 0.1% 119
2020
Q3 		$213K Buy
1,287
+150
+13% +$25.6K 0.08% 128
2020
Q2 		$208K Buy
+1,137
New +$175K 0.1% 106
2020
Q1 		– Sell
-1,948
Closed -$602K – 106
2019
Q4 		$602K Buy
+1,948
New +$690K 0.27% 81

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot Wealth Management's BA Position: Q2 2022 in Review

Minot Wealth Management sold out of Boeing (BA) in Q2 2022, closing a stake of 1,835 shares — an estimated $351K sold.

Minot Wealth Management first reported a position in BA in Q4 2019 and held it in 9 quarters. The position peaked at $660K in Q1 2021. 1,903 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Minot Wealth Management reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 1,835 Boeing shares in Q2 2022, an estimated $351K.
  • Minot Wealth Management first reported a position in Boeing in Q4 2019 and held it in 9 quarters.
  • Minot Wealth Management's Boeing position peaked at $660K in Q1 2021.
  • 1,903 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.