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Northstar Wealth Partners’s Boeing BA Stock Holding History

Northstar Wealth Partners’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
Q3 		$1.01M Sell
6,099
-1,190
-16% -$203K 0.47% 59
2020
Q2 		$1.34M Buy
7,289
+939
+15% +$144K 0.56% 62
2020
Q1 		$947K Buy
6,350
+1,874
+42% +$513K 0.48% 67
2019
Q4 		$1.46M Buy
4,476
+182
+4% +$64.4K 0.6% 58
2019
Q3 		$1.63M Buy
4,294
+727
+20% +$260K 0.72% 50
2019
Q2 		$1.3M Buy
3,567
+290
+9% +$106K 0.58% 55
2019
Q1 		$1.25M Sell
3,277
-95
-3% -$36.6K 0.57% 54
2018
Q4 		$1.09M Sell
3,372
-10
-0.3% -$3.46K 0.57% 55
2018
Q3 		$1.26M Sell
3,382
-414
-11% -$145K 0.6% 57
2018
Q2 		$1.27M Buy
3,796
+84
+2% +$28.9K 0.64% 53
2018
Q1 		$1.22M Sell
3,712
-564
-13% -$191K 0.62% 50
2017
Q4 		$1.33M Buy
4,276
+50
+1% +$13.5K 1.18% 25
2017
Q3 		$1.09M Sell
4,226
-530
-11% -$124K 1.06% 29
2017
Q2 		$970K Hold
4,756
– – 0.89% 34
2017
Q1 		$842K Buy
+4,756
New +$810K 0.78% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Northstar Wealth Partners's BA Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Boeing (BA) stake by 16% in Q3 2020, selling an estimated $203K and leaving 6,099 shares worth $1.01M. The position accounts for 0.47% of the portfolio, ranked #59.

Northstar Wealth Partners first reported a position in BA in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.63M in Q3 2019. 1,738 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Northstar Wealth Partners held 6,099 shares of Boeing worth $1.01M as of Q3 2020.
  • Northstar Wealth Partners sold 1,190 Boeing shares in Q3 2020, an estimated $203K.
  • Boeing made up 0.47% of Northstar Wealth Partners's portfolio in Q3 2020, its #59 holding.
  • Northstar Wealth Partners first reported a position in Boeing in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's Boeing position peaked at $1.63M in Q3 2019.
  • 1,738 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.