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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return