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O'Brien Wealth Partners’s Boeing BA Stock Holding History

O'Brien 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
2019
Q1 		– Sell
-820
Closed -$289K – 40
2018
Q4 		$289K Sell
820
-900
-52% -$311K 0.2% 28
2018
Q3 		$640K Buy
+1,720
New +$604K 0.42% 13

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's BA Position: Q1 2019 in Review

O'Brien Wealth Partners sold out of Boeing (BA) in Q1 2019, closing a stake of 820 shares — an estimated $289K sold.

O'Brien Wealth Partners first reported a position in BA in Q3 2018 and held it in 2 quarters. The position peaked at $640K in Q3 2018. 2,124 funds tracked by Wall St. Rank hold BA as of Q1 2019.

  • O'Brien Wealth Partners reported no remaining Boeing position as of Q1 2019 after selling out during the quarter.
  • O'Brien Wealth Partners sold 820 Boeing shares in Q1 2019, an estimated $289K.
  • O'Brien Wealth Partners first reported a position in Boeing in Q3 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Boeing position peaked at $640K in Q3 2018.
  • 2,124 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on O'Brien Wealth Partners's 13F filing for Q1 2019, filed 5 Apr 2019.