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Montis Financial’s Boeing BA Stock Holding History

Montis Financial’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
Q4 		– Sell
-951
Closed -$213K – 88
2021
Q3 		$213K Sell
951
-127
-12% -$28.3K 0.18% 61
2021
Q2 		$258K Buy
1,078
+113
+12% +$27.3K 0.21% 60
2021
Q1 		$244K Sell
965
-449
-32% -$99.8K 0.23% 59
2020
Q4 		$274K Buy
+1,414
New +$272K 0.27% 50

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Montis Financial's BA Position: Q4 2021 in Review

Montis Financial sold out of Boeing (BA) in Q4 2021, closing a stake of 951 shares — an estimated $213K sold.

Montis Financial first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $274K in Q4 2020. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Montis Financial reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
  • Montis Financial sold 951 Boeing shares in Q4 2021, an estimated $213K.
  • Montis Financial first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
  • Montis Financial's Boeing position peaked at $274K in Q4 2020.
  • 2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Montis Financial's 13F filing for Q4 2021, filed 24 Jan 2022.