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Personal Capital Advisors’s Boeing BA Stock Holding History

Personal Capital 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
2022
Q4 		$69.1M Buy
362,515
+133,177
+58% +$21.8M 0.34% 66
2022
Q3 		$27.8M Sell
229,338
-109,283
-32% -$16.8M 0.15% 116
2022
Q2 		$46.3M Buy
338,621
+73,370
+28% +$10.8M 0.24% 96
2022
Q1 		$50.8M Buy
265,251
+153,921
+138% +$30.9M 0.24% 103
2021
Q4 		$22.5M Sell
111,330
-4,502
-4% -$951K 0.1% 125
2021
Q3 		$25.5M Buy
115,832
+6,202
+6% +$1.38M 0.13% 120
2021
Q2 		$26.3M Buy
109,630
+100,815
+1,144% +$24.4M 0.14% 120
2021
Q1 		$2.25M Buy
8,815
+675
+8% +$150K 0.01% 224
2020
Q4 		$1.74M Buy
8,140
+3,635
+81% +$699K 0.01% 229
2020
Q3 		$745K Sell
4,505
-413
-8% -$70.4K 0.01% 259
2020
Q2 		$901K Buy
4,918
+358
+8% +$55K 0.01% 231
2020
Q1 		$670K Buy
4,560
+217
+5% +$59.4K 0.01% 239
2019
Q4 		$1.42M Buy
4,343
+117
+3% +$41.4K 0.01% 223
2019
Q3 		$1.61M Buy
4,226
+493
+13% +$176K 0.02% 204
2019
Q2 		$1.36M Buy
3,733
+798
+27% +$291K 0.01% 209
2019
Q1 		$1.12M Buy
2,935
+173
+6% +$66.6K 0.01% 206
2018
Q4 		$891K Buy
2,762
+484
+21% +$167K 0.01% 203
2018
Q3 		$847K Buy
2,278
+1,141
+100% +$401K 0.01% 193
2018
Q2 		$381K Sell
1,137
-132
-10% -$45.4K 0.01% 223
2018
Q1 		$416K Buy
1,269
+398
+46% +$134K 0.01% 195
2017
Q4 		$257K Buy
+871
New +$236K ﹤0.01% 219

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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Capital Advisors's BA Position: Q4 2022 in Review

Personal Capital Advisors increased its Boeing (BA) stake by 58% in Q4 2022, buying an estimated $21.8M and bringing the position to 362,515 shares worth $69.1M. The position accounts for 0.34% of the portfolio, ranked #66.

Personal Capital Advisors first reported a position in BA in Q4 2017 and has held it in 21 quarters since. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Personal Capital Advisors held 362,515 shares of Boeing worth $69.1M as of Q4 2022.
  • Personal Capital Advisors bought 133,177 Boeing shares in Q4 2022, an estimated $21.8M.
  • Boeing made up 0.34% of Personal Capital Advisors's portfolio in Q4 2022, its #66 holding.
  • Personal Capital Advisors first reported a position in Boeing in Q4 2017 and has held it in 21 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.