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New World Advisors’s Boeing BA Stock Holding History

New World Advisors’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
2020
Q2 		– Sell
-700
Closed -$228K – 26
2020
Q1 		$228K Hold
700
– – 0.14% 22
2019
Q4 		$228K Hold
700
– – 0.14% 22
2019
Q3 		$266K Hold
700
– – 0.18% 15
2019
Q2 		$255K Buy
+700
New +$255K 0.18% 17

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 $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New World Advisors's BA Position: Q2 2020 in Review

New World Advisors sold out of Boeing (BA) in Q2 2020, closing a stake of 700 shares — an estimated $228K sold.

New World Advisors first reported a position in BA in Q2 2019 and held it in 4 quarters. The position peaked at $266K in Q3 2019. 1,808 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • New World Advisors reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • New World Advisors sold 700 Boeing shares in Q2 2020, an estimated $228K.
  • New World Advisors first reported a position in Boeing in Q2 2019 and held it in 4 quarters.
  • New World Advisors's Boeing position peaked at $266K in Q3 2019.
  • 1,808 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on New World Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.