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Oak Point Wealth Management’s Boeing BA Stock Holding History

Oak Point 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
2018
Q1 		$27K Buy
84
+64
+320% +$21.6K 0.03% 122
2017
Q4 		$6K Buy
+20
New +$5.41K 0.01% 165

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's BA Position: Q1 2018 in Review

Oak Point Wealth Management increased its Boeing (BA) stake by 320% in Q1 2018, buying an estimated $21.6K and bringing the position to 84 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #122.

Oak Point Wealth Management first reported a position in BA in Q4 2017 and has held it in 2 quarters since. 1,889 funds tracked by Wall St. Rank hold BA as of Q1 2018.

  • Oak Point Wealth Management held 84 shares of Boeing worth $27K as of Q1 2018.
  • Oak Point Wealth Management bought 64 Boeing shares in Q1 2018, an estimated $21.6K.
  • Boeing made up 0.03% of Oak Point Wealth Management's portfolio in Q1 2018, its #122 holding.
  • Oak Point Wealth Management first reported a position in Boeing in Q4 2017 and has held it in 2 quarters since.
  • 1,889 funds tracked by Wall St. Rank held Boeing as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.