Peloton Wealth Strategists’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,629
| Closed | -$2.55M | – | 88 |
|
|
2021
Q2 | $2.55M | Sell |
10,629
-550
| -5% | -$133K | 1.05% | 43 |
|
|
2021
Q1 | $2.85M | Sell |
11,179
-2,295
| -17% | -$510K | 1.34% | 31 |
|
|
2020
Q4 | $2.88M | Sell |
13,474
-565
| -4% | -$109K | 1.43% | 31 |
|
|
2020
Q3 | $2.32M | Sell |
14,039
-521
| -4% | -$88.8K | 1.3% | 35 |
|
|
2020
Q2 | $2.67M | Sell |
14,560
-543
| -4% | -$83.5K | 1.68% | 26 |
|
|
2020
Q1 | $2.25M | Buy |
15,103
+240
| +2% | +$65.7K | 1.83% | 22 |
|
|
2019
Q4 | $4.84M | Buy |
14,863
+237
| +2% | +$83.9K | 2.94% | 5 |
|
|
2019
Q3 | $5.57M | Buy |
14,626
+1,366
| +10% | +$488K | 3.56% | 3 |
|
|
2019
Q2 | $4.83M | Buy |
13,260
+3,765
| +40% | +$1.37M | 3.23% | 3 |
|
|
2019
Q1 | $3.62M | Buy |
9,495
+1,370
| +17% | +$527K | 2.51% | 9 |
|
|
2018
Q4 | $2.62M | Buy |
8,125
+74
| +0.9% | +$25.6K | 2.13% | 15 |
|
|
2018
Q3 | $2.99M | Sell |
8,051
-200
| -2% | -$70.3K | 2.06% | 19 |
|
|
2018
Q2 | $2.77M | Sell |
8,251
-100
| -1% | -$34.4K | 2% | 21 |
|
|
2018
Q1 | $2.74M | Sell |
8,351
-324
| -4% | -$109K | 2.06% | 18 |
|
|
2017
Q4 | $2.56M | Sell |
8,675
-325
| -4% | -$88K | 1.9% | 23 |
|
|
2017
Q3 | $2.29M | Sell |
9,000
-8,952
| -50% | -$2.09M | 1.77% | 24 |
|
|
2017
Q2 | $3.55M | Buy |
17,952
+171
| +1% | +$31.8K | 2.75% | 5 |
|
|
2017
Q1 | $3.15M | Sell |
17,781
-299
| -2% | -$50.9K | 2.59% | 9 |
|
|
2016
Q4 | $2.81M | Buy |
18,080
+1
| +0% | +$146 | 2.3% | 11 |
|
|
2016
Q3 | $2.38M | Buy |
+18,079
| New | +$2.38M | 1.98% | 16 |
|
|
2016
Q1 | $2.21M | Buy |
17,378
+1,801
| +12% | +$223K | 1.87% | 23 |
|
|
2015
Q4 | $2.25M | Sell |
15,577
-400
| -3% | -$57.6K | 1.94% | 17 |
|
|
2015
Q3 | $2.09M | Buy |
15,977
+1
| +0% | +$139 | 1.83% | 17 |
|
|
2015
Q2 | $2.22M | Hold |
15,976
| – | – | 1.76% | 19 |
|
|
2015
Q1 | $2.4M | Buy |
15,976
+1
| +0% | +$146 | 1.86% | 18 |
|
|
2014
Q4 | $2.08M | Buy |
15,975
+100
| +0.6% | +$12.7K | 1.58% | 27 |
|
|
2014
Q3 | $2.02M | Sell |
15,875
-1,404
| -8% | -$177K | 1.59% | 26 |
|
|
2014
Q2 | $2.24M | Buy |
17,279
+1,379
| +9% | +$180K | 1.97% | 21 |
|
|
2014
Q1 | $2M | Hold |
15,900
| – | – | 1.64% | 25 |
|
|
2013
Q4 | $2.17M | Sell |
15,900
-1,200
| -7% | -$156K | 1.75% | 23 |
|
|
2013
Q3 | $2.01M | Sell |
17,100
-100
| -0.6% | -$10.8K | 1.69% | 25 |
|
|
2013
Q2 | $1.76M | Buy |
+17,200
| New | +$1.63M | 1.59% | 30 |
|
Other funds holding BA
Peloton Wealth Strategists's BA Position: Q3 2021 in Review
Peloton Wealth Strategists sold out of Boeing (BA) in Q3 2021, closing a stake of 10,629 shares — an estimated $2.55M sold.
Peloton Wealth Strategists first reported a position in BA in Q2 2013 and held it in 32 quarters. The position peaked at $5.57M in Q3 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.
- Peloton Wealth Strategists reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
- Peloton Wealth Strategists sold 10,629 Boeing shares in Q3 2021, an estimated $2.55M.
- Peloton Wealth Strategists first reported a position in Boeing in Q2 2013 and held it in 32 quarters.
- Peloton Wealth Strategists's Boeing position peaked at $5.57M in Q3 2019.
- 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.
Based on Peloton Wealth Strategists's 13F filing for Q3 2021, filed 15 Nov 2021.