Nicola Wealth Management’s Boeing BA Stock Holding History

Nicola Wealth Management’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 Q4	–	Sell	-33,100	Closed	-$5.47M	–	106
2020 Q3	$5.47M	Hold	33,100	–	–	0.78%	57
2020 Q2	$6.07M	Hold	33,100	–	–	0.84%	50
2020 Q1	$4.94M	Buy	33,100 +15,000	+83%	+$4.11M	0.74%	52
2019 Q4	$5.9M	Buy	+18,100	New	+$6.41M	0.89%	49
2019 Q2	–	Sell	-9,000	Closed	-$3.43M	–	93
2019 Q1	$3.43M	Buy	9,000 +500	+6%	+$192K	0.51%	71
2018 Q4	$2.74M	Hold	8,500	–	–	0.45%	82
2018 Q3	$3.16M	Buy	+8,500	New	+$2.99M	0.54%	73
2018 Q2	–	Sell	-8,500	Closed	-$2.79M	–	97
2018 Q1	$2.79M	Buy	+8,500	New	+$2.87M	0.56%	73

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicola Wealth Management's BA Position: Q4 2020 in Review

Nicola Wealth Management sold out of Boeing (BA) in Q4 2020, closing a stake of 33,100 shares — an estimated $5.47M sold.

Nicola Wealth Management first reported a position in BA in Q1 2018 and held it in 8 quarters. The position peaked at $6.07M in Q2 2020. 2,039 funds tracked by Wall St. Rank hold BA as of Q4 2020.

Nicola Wealth Management reported no remaining Boeing position as of Q4 2020 after selling out during the quarter.
Nicola Wealth Management sold 33,100 Boeing shares in Q4 2020, an estimated $5.47M.
Nicola Wealth Management first reported a position in Boeing in Q1 2018 and held it in 8 quarters.
Nicola Wealth Management's Boeing position peaked at $6.07M in Q2 2020.
2,039 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Nicola Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.