NIM
BA icon

NuWave Investment Management’s Boeing BA Stock Holding History

NuWave Investment 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
2021
Q3 		– Sell
-333
Closed -$80K – 297
2021
Q2 		$80K Buy
+333
New +$80.5K 0.09% 227
2021
Q1 		– Sell
-4,300
Closed -$920K – 283
2020
Q4 		$920K Sell
4,300
-522
-11% -$100K 1.2% 14
2020
Q3 		$797K Buy
4,822
+4,661
+2,895% +$794K 1.23% 10
2020
Q2 		$30K Buy
+161
New +$24.7K 0.04% 229
2020
Q1 		– Sell
-262
Closed -$85K – 216
2019
Q4 		$85K Buy
262
+111
+74% +$39.3K 0.08% 229
2019
Q3 		$56K Buy
151
+79
+110% +$28.2K 0.06% 246
2019
Q2 		$26K Buy
72
+61
+555% +$22.2K 0.03% 274
2019
Q1 		$4K Buy
11
+8
+267% +$3.08K ﹤0.01% 333
2018
Q4 		$1K Sell
3
-1,480
-100% -$511K ﹤0.01% 370
2018
Q3 		$552K Sell
1,483
-998
-40% -$351K 0.83% 31
2018
Q2 		$832K Buy
+2,481
New +$853K 1.08% 16
2018
Q1 		– Sell
-1,445
Closed -$426K – 235
2017
Q4 		$426K Buy
+1,445
New +$391K 0.5% 79
2014
Q3 		$0 Sell
2
-83
-98% -$10.5K ﹤0.01% 284
2014
Q2 		$11K Sell
85
-2,330
-96% -$304K 0.03% 238
2014
Q1 		$303K Sell
2,415
-7,612
-76% -$992K 0.9% 32
2013
Q4 		$1.37M Buy
10,027
+9,861
+5,940% +$1.28M 1.21% 15
2013
Q3 		$20K Sell
166
-51
-24% -$5.49K 0.02% 211
2013
Q2 		$22K Buy
+217
New +$20.6K 0.02% 201

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

NuWave Investment Management's BA Position: Q3 2021 in Review

NuWave Investment Management sold out of Boeing (BA) in Q3 2021, closing a stake of 333 shares — an estimated $80K sold.

NuWave Investment Management first reported a position in BA in Q2 2013 and held it in 18 quarters. The position peaked at $1.37M in Q4 2013. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • NuWave Investment Management reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
  • NuWave Investment Management sold 333 Boeing shares in Q3 2021, an estimated $80K.
  • NuWave Investment Management first reported a position in Boeing in Q2 2013 and held it in 18 quarters.
  • NuWave Investment Management's Boeing position peaked at $1.37M in Q4 2013.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on NuWave Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.