Paradigm Financial Advisors’s Boeing BA Stock Holding History

Paradigm Financial 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
2021 Q4	$40K	Hold	200	–	–	0.01%	216
2021 Q3	$44K	Sell	200 -400	-67%	-$89.2K	0.01%	217
2021 Q2	$144K	Hold	600	–	–	0.03%	207
2021 Q1	$153K	Buy	+600	New	+$133K	0.04%	191
2020 Q4	–	Sell	-500	Closed	-$83K	–	169
2020 Q3	$83K	Sell	500 -1,200	-71%	-$205K	0.02%	133
2020 Q2	$312K	Sell	1,700 -700	-29%	-$108K	0.1%	93
2020 Q1	$358K	Buy	+2,400	New	+$657K	0.13%	85
2018 Q4	–	Sell	-500	Closed	-$185K	–	129
2018 Q3	$185K	Hold	500	–	–	0.07%	121
2018 Q2	$167K	Hold	500	–	–	0.07%	111
2018 Q1	$163K	Buy	+500	New	+$169K	0.07%	116

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Paradigm Financial Advisors's BA Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Boeing (BA) stake by 2.2% in Q4 2021, selling an estimated $143K and leaving 29,967 shares worth $6.03M. The position accounts for 1.33% of the portfolio, ranked #21.

Paradigm Financial Advisors first reported a position in BA in Q4 2013 and has held it in 33 quarters since. The position peaked at $7.61M in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Paradigm Financial Advisors held 29,967 shares of Boeing worth $6.03M as of Q4 2021.
Paradigm Financial Advisors sold 675 Boeing shares in Q4 2021, an estimated $143K.
Boeing made up 1.33% of Paradigm Financial Advisors's portfolio in Q4 2021, its #21 holding.
Paradigm Financial Advisors first reported a position in Boeing in Q4 2013 and has held it in 33 quarters since.
Paradigm Financial Advisors's Boeing position peaked at $7.61M in Q1 2021.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.