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NewFocus Financial Group’s Boeing BA Stock Holding History

NewFocus Financial Group’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
Q1 		– Sell
-1,122
Closed -$366K – 95
2019
Q4 		$366K Buy
1,122
+299
+36% +$106K 0.14% 79
2019
Q3 		$313K Buy
+823
New +$294K 0.14% 81

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewFocus Financial Group's BA Position: Q1 2020 in Review

NewFocus Financial Group sold out of Boeing (BA) in Q1 2020, closing a stake of 1,122 shares — an estimated $366K sold.

NewFocus Financial Group first reported a position in BA in Q3 2019 and held it in 2 quarters. The position peaked at $366K in Q4 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • NewFocus Financial Group reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • NewFocus Financial Group sold 1,122 Boeing shares in Q1 2020, an estimated $366K.
  • NewFocus Financial Group first reported a position in Boeing in Q3 2019 and held it in 2 quarters.
  • NewFocus Financial Group's Boeing position peaked at $366K in Q4 2019.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on NewFocus Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.