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MPS Loria Financial Planners’s Boeing BA Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-92
Closed -$23K – 140
2021
Q1 		$23K Hold
92
– – 0.01% 226
2020
Q4 		$19K Sell
92
-196
-68% -$37.7K 0.01% 237
2020
Q3 		$48K Hold
288
– – 0.02% 147
2020
Q2 		$53K Buy
+288
New +$44.3K 0.03% 140
2017
Q3 		– Sell
-334
Closed -$80K – 101
2017
Q2 		$80K Buy
+334
New +$62.2K 0.05% 121

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's BA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Boeing (BA) in Q2 2021, closing a stake of 92 shares — an estimated $23K sold.

MPS Loria Financial Planners first reported a position in BA in Q2 2017 and held it in 5 quarters. The position peaked at $80K in Q2 2017. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 92 Boeing shares in Q2 2021, an estimated $23K.
  • MPS Loria Financial Planners first reported a position in Boeing in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Boeing position peaked at $80K in Q2 2017.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.