One Wealth Advisors’s Boeing BA Stock Holding History

One Wealth Advisors’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 Q2	–	Sell	-553	Closed	-$211K	–	154
2019 Q1	$211K	Sell	553 -803	-59%	-$309K	0.17%	105
2018 Q4	$437K	Sell	1,356 -156	-10%	-$53.9K	0.44%	31
2018 Q3	$562K	Sell	1,512 -692	-31%	-$243K	0.43%	32
2018 Q2	$739K	Sell	2,204 -3,048	-58%	-$1.05M	0.59%	18
2018 Q1	$1.72M	Sell	5,252 -2,809	-35%	-$949K	1.52%	6
2017 Q4	$2.38M	Buy	+8,061	New	+$2.18M	1.93%	6

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

One Wealth Advisors's BA Position: Q2 2019 in Review

One Wealth Advisors sold out of Boeing (BA) in Q2 2019, closing a stake of 553 shares — an estimated $211K sold.

One Wealth Advisors first reported a position in BA in Q4 2017 and held it in 6 quarters. The position peaked at $2.38M in Q4 2017. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

One Wealth Advisors reported no remaining Boeing position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 553 Boeing shares in Q2 2019, an estimated $211K.
One Wealth Advisors first reported a position in Boeing in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Boeing position peaked at $2.38M in Q4 2017.
2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.