NF
BA icon

Nikulski Financial’s Boeing BA Stock Holding History

Nikulski Financial’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
2022
Q1 		– Sell
-5,617
Closed -$1.13M – 129
2021
Q4 		$1.13M Sell
5,617
-417
-7% -$88.1K 0.47% 55
2021
Q3 		$1.33M Buy
6,034
+405
+7% +$90.3K 0.61% 45
2021
Q2 		$1.25M Buy
5,629
+644
+13% +$156K 0.58% 49
2021
Q1 		$1.27M Buy
4,985
+1,016
+26% +$226K 0.65% 43
2020
Q4 		$850K Buy
3,969
+69
+2% +$13.3K 0.47% 55
2020
Q3 		$645K Buy
3,900
+68
+2% +$11.6K 0.41% 58
2020
Q2 		$702K Buy
3,832
+133
+4% +$20.4K 0.49% 44
2020
Q1 		$552K Buy
3,699
+1,084
+41% +$297K 0.48% 44
2019
Q4 		$842K Buy
2,615
+25
+1% +$8.85K 0.61% 42
2019
Q3 		$971K Sell
2,590
-25
-1% -$8.94K 0.81% 36
2019
Q2 		$966K Buy
2,615
+15
+0.6% +$5.47K 0.82% 36
2019
Q1 		$992K Sell
2,600
-44
-2% -$16.9K 0.97% 32
2018
Q4 		$853K Buy
2,644
+34
+1% +$11.7K 0.9% 36
2018
Q3 		$926K Sell
2,610
-30
-1% -$10.5K 0.86% 33
2018
Q2 		$886K Buy
2,640
+75
+3% +$25.8K 0.82% 36
2018
Q1 		$841K Buy
2,565
+68
+3% +$23K 0.83% 35
2017
Q4 		$736K Buy
+2,497
New +$676K 0.79% 37

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nikulski Financial's BA Position: Q1 2022 in Review

Nikulski Financial sold out of Boeing (BA) in Q1 2022, closing a stake of 5,617 shares — an estimated $1.13M sold.

Nikulski Financial first reported a position in BA in Q4 2017 and held it in 17 quarters. The position peaked at $1.33M in Q3 2021. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

  • Nikulski Financial reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
  • Nikulski Financial sold 5,617 Boeing shares in Q1 2022, an estimated $1.13M.
  • Nikulski Financial first reported a position in Boeing in Q4 2017 and held it in 17 quarters.
  • Nikulski Financial's Boeing position peaked at $1.33M in Q3 2021.
  • 2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Nikulski Financial's 13F filing for Q1 2022, filed 8 Apr 2022.