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Optimal Asset Management’s Boeing BA Stock Holding History

Optimal Asset 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
2020
Q2 		– Sell
-4,407
Closed -$657 – 402
2020
Q1 		$657 Buy
4,407
+1,451
+49% +$397K 0.06% 336
2019
Q4 		$963K Buy
+2,956
New +$1.05M 0.15% 246

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimal Asset Management's BA Position: Q2 2020 in Review

Optimal Asset Management sold out of Boeing (BA) in Q2 2020, closing a stake of 4,407 shares — an estimated $657 sold.

Optimal Asset Management first reported a position in BA in Q4 2019 and held it in 2 quarters. The position peaked at $963K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

  • Optimal Asset Management reported no remaining Boeing position as of Q2 2020 after selling out during the quarter.
  • Optimal Asset Management sold 4,407 Boeing shares in Q2 2020, an estimated $657.
  • Optimal Asset Management first reported a position in Boeing in Q4 2019 and held it in 2 quarters.
  • Optimal Asset Management's Boeing position peaked at $963K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Optimal Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.