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Next Financial Group’s Boeing BA Stock Holding History

Next 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
2021
Q4 		$2.18M Buy
10,851
+300
+3% +$63.4K 0.14% 154
2021
Q3 		$2.32M Buy
10,551
+724
+7% +$161K 0.18% 130
2021
Q2 		$2.35M Buy
9,827
+580
+6% +$140K 0.19% 125
2021
Q1 		$2.35M Buy
9,247
+307
+3% +$68.2K 0.21% 108
2020
Q4 		$1.91M Sell
8,940
-92
-1% -$17.7K 0.18% 124
2020
Q3 		$1.49M Sell
9,032
-1,472
-14% -$251K 0.16% 133
2020
Q2 		$1.93M Buy
10,504
+3,712
+55% +$571K 0.22% 116
2020
Q1 		$1.01M Buy
6,792
+1,694
+33% +$464K 0.13% 159
2019
Q4 		$1.66M Sell
5,098
-77
-1% -$27.3K 0.17% 129
2019
Q3 		$1.97M Buy
5,175
+266
+5% +$95.1K 0.21% 107
2019
Q2 		$1.79M Buy
4,909
+3,071
+167% +$1.12M 0.19% 160
2019
Q1 		$702K Sell
1,838
-4,036
-69% -$1.55M 0.18% 71
2018
Q4 		$1.89M Buy
5,874
+3,266
+125% +$1.13M 0.39% 61
2018
Q3 		$970K Sell
2,608
-664
-20% -$233K 0.45% 42
2018
Q2 		$1.1M Sell
3,272
-1,120
-26% -$385K 0.42% 55
2018
Q1 		$1.44M Buy
4,392
+990
+29% +$334K 0.3% 92
2017
Q4 		$1M Sell
3,402
-1,534
-31% -$415K 0.43% 73
2017
Q3 		$1.29M Sell
4,936
-3,332
-40% -$777K 0.36% 70
2017
Q2 		$1.64M Buy
8,268
+99
+1% +$18.4K 0.4% 52
2017
Q1 		$1.51M Sell
8,169
-6,604
-45% -$1.12M 0.42% 50
2016
Q4 		$2.3M Buy
14,773
+847
+6% +$124K 0.4% 46
2016
Q3 		$1.83M Buy
13,926
+4,697
+51% +$619K 0.33% 60
2016
Q2 		$1.2M Sell
9,229
-36
-0.4% -$4.69K 0.38% 60
2016
Q1 		$1.18M Buy
9,265
+477
+5% +$59.2K 0.41% 54
2015
Q4 		$1.27M Sell
8,788
-1,021
-10% -$147K 0.47% 45
2015
Q3 		$1.28M Buy
9,809
+1,466
+18% +$203K 0.46% 49
2015
Q2 		$1.16M Buy
8,343
+283
+4% +$41.3K 0.4% 60
2015
Q1 		$1.21M Sell
8,060
-121
-1% -$17.6K 0.39% 68
2014
Q4 		$1.06M Sell
8,181
-3,774
-32% -$479K 0.35% 70
2014
Q3 		$1.52M Sell
11,955
-1,583
-12% -$199K 0.3% 72
2014
Q2 		$1.63M Buy
+13,538
New +$1.77M 0.85% 20

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

Next Financial Group's BA Position: Q4 2021 in Review

Next Financial Group increased its Boeing (BA) stake by 2.8% in Q4 2021, buying an estimated $63.4K and bringing the position to 10,851 shares worth $2.18M. The position accounts for 0.14% of the portfolio, ranked #154.

Next Financial Group first reported a position in BA in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.35M in Q2 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Next Financial Group held 10,851 shares of Boeing worth $2.18M as of Q4 2021.
  • Next Financial Group bought 300 Boeing shares in Q4 2021, an estimated $63.4K.
  • Boeing made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #154 holding.
  • Next Financial Group first reported a position in Boeing in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Boeing position peaked at $2.35M in Q2 2021.
  • 2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.