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Perpetual Investment Management’s Boeing BA Stock Holding History

Perpetual Investment 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
2021
Q2 		– Sell
-972
Closed -$247K – 214
2021
Q1 		$247K Hold
972
– – 0.04% 183
2020
Q4 		$211K Buy
+972
New +$187K 0.03% 211

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perpetual Investment Management's BA Position: Q2 2021 in Review

Perpetual Investment Management sold out of Boeing (BA) in Q2 2021, closing a stake of 972 shares — an estimated $247K sold.

Perpetual Investment Management first reported a position in BA in Q4 2020 and held it in 2 quarters. The position peaked at $247K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

  • Perpetual Investment Management reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
  • Perpetual Investment Management sold 972 Boeing shares in Q2 2021, an estimated $247K.
  • Perpetual Investment Management first reported a position in Boeing in Q4 2020 and held it in 2 quarters.
  • Perpetual Investment Management's Boeing position peaked at $247K in Q1 2021.
  • 2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Perpetual Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.