MFW
BA icon

Mosaic Family Wealth’s Boeing BA Stock Holding History

Mosaic Family 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
2021
Q4 		$698K Buy
3,467
+431
+14% +$91.1K 0.18% 84
2021
Q3 		$668K Hold
3,036
– – 0.19% 81
2021
Q2 		$727K Buy
3,036
+200
+7% +$48.4K 0.21% 64
2021
Q1 		$722K Buy
2,836
+320
+13% +$71.1K 0.21% 65
2020
Q4 		$538K Sell
2,516
-122
-5% -$23.5K 0.18% 78
2020
Q3 		$436K Sell
2,638
-197
-7% -$33.6K 0.16% 84
2020
Q2 		$520K Buy
2,835
+220
+8% +$33.8K 0.22% 65
2020
Q1 		$390K Buy
2,615
+143
+6% +$39.1K 0.2% 77
2019
Q4 		$805K Buy
2,472
+221
+10% +$78.2K 0.32% 47
2019
Q3 		$856K Buy
2,251
+87
+4% +$31.1K 0.35% 45
2019
Q2 		$788K Buy
2,164
+233
+12% +$85K 0.33% 49
2019
Q1 		$737K Buy
1,931
+300
+18% +$115K 0.3% 47
2018
Q4 		$526K Buy
1,631
+1
+0.1% +$345 0.22% 63
2018
Q3 		$570K Buy
1,630
+33
+2% +$11.6K 0.23% 65
2018
Q2 		$536K Sell
1,597
-7
-0.4% -$2.41K 0.2% 70
2018
Q1 		$526K Sell
1,604
-199
-11% -$67.2K 0.19% 70
2017
Q4 		$532K Sell
1,803
-26
-1% -$7.04K 0.19% 73
2017
Q3 		$465K Buy
1,829
+210
+13% +$49K 0.18% 106
2017
Q2 		$320K Sell
1,619
-80
-5% -$14.9K 0.13% 129
2017
Q1 		$300K Sell
1,699
-499
-23% -$85K 0.13% 135
2016
Q4 		$342K Buy
2,198
+1
+0% +$146 0.16% 122
2016
Q3 		$289K Buy
2,197
+29
+1% +$3.82K 0.13% 134
2016
Q2 		$282K Buy
2,168
+52
+2% +$6.78K 0.14% 129
2016
Q1 		$268K Buy
2,116
+1
+0% +$124 0.13% 122
2015
Q4 		$305K Buy
+2,115
New +$305K 0.14% 115

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

Mosaic Family Wealth's BA Position: Q4 2021 in Review

Mosaic Family Wealth increased its Boeing (BA) stake by 14% in Q4 2021, buying an estimated $91.1K and bringing the position to 3,467 shares worth $698K. The position accounts for 0.18% of the portfolio, ranked #84.

Mosaic Family Wealth first reported a position in BA in Q4 2015 and has held it in 25 quarters since. The position peaked at $856K in Q3 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Mosaic Family Wealth held 3,467 shares of Boeing worth $698K as of Q4 2021.
  • Mosaic Family Wealth bought 431 Boeing shares in Q4 2021, an estimated $91.1K.
  • Boeing made up 0.18% of Mosaic Family Wealth's portfolio in Q4 2021, its #84 holding.
  • Mosaic Family Wealth first reported a position in Boeing in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's Boeing position peaked at $856K in Q3 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.