NFP
BA icon

Novak Financial Planning’s Boeing BA Stock Holding History

Novak Financial Planning’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
Q2 		$549K Sell
2,293
-353
-13% -$85.3K 0.27% 83
2021
Q1 		$674K Sell
2,646
-99
-4% -$22K 0.37% 74
2020
Q4 		$588K Buy
+2,745
New +$528K 0.35% 74

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Novak Financial Planning's BA Position: Q2 2021 in Review

Novak Financial Planning reduced its Boeing (BA) stake by 13% in Q2 2021, selling an estimated $85.3K and leaving 2,293 shares worth $549K. The position accounts for 0.27% of the portfolio, ranked #83.

Novak Financial Planning first reported a position in BA in Q4 2020 and has held it in 3 quarters since. The position peaked at $674K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Novak Financial Planning held 2,293 shares of Boeing worth $549K as of Q2 2021.
  • Novak Financial Planning sold 353 Boeing shares in Q2 2021, an estimated $85.3K.
  • Boeing made up 0.27% of Novak Financial Planning's portfolio in Q2 2021, its #83 holding.
  • Novak Financial Planning first reported a position in Boeing in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Boeing position peaked at $674K in Q1 2021.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.