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Omnia Family Wealth’s Boeing BA Stock Holding History

Omnia Family Wealth’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
Q4 		– Sell
-546
Closed -$208K – 94
2019
Q3 		$208K Sell
546
-275
-33% -$98.3K 0.15% 83
2019
Q2 		$299K Buy
821
+6
+0.7% +$2.19K 0.15% 70
2019
Q1 		$311K Buy
815
+70
+9% +$26.9K 0.15% 65
2018
Q4 		$240K Buy
745
+1
+0.1% +$345 0.13% 75
2018
Q3 		$277K Buy
744
+1
+0.1% +$351 0.13% 73
2018
Q2 		$249K Hold
743
– – 0.12% 77
2018
Q1 		$244K Sell
743
-56
-7% -$18.9K 0.11% 77
2017
Q4 		$235K Sell
799
-36
-4% -$9.75K 0.11% 80
2017
Q3 		$212K Hold
835
– – 0.1% 82
2017
Q2 		$165K Buy
835
+42
+5% +$7.82K 0.08% 98
2017
Q1 		$140K Buy
793
+100
+14% +$17K 0.07% 102
2016
Q4 		$108K Buy
+693
New +$101K 0.05% 112

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Omnia Family Wealth's BA Position: Q4 2019 in Review

Omnia Family Wealth sold out of Boeing (BA) in Q4 2019, closing a stake of 546 shares — an estimated $208K sold.

Omnia Family Wealth first reported a position in BA in Q4 2016 and held it in 12 quarters. The position peaked at $311K in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Omnia Family Wealth reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 546 Boeing shares in Q4 2019, an estimated $208K.
  • Omnia Family Wealth first reported a position in Boeing in Q4 2016 and held it in 12 quarters.
  • Omnia Family Wealth's Boeing position peaked at $311K in Q1 2019.
  • 2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Omnia Family Wealth's 13F filing for Q4 2019, filed 5 Feb 2020.