Personal Wealth Partners’s Boeing BA Stock Holding History

Personal Wealth Partners’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	–	Sell	-1,272	Closed	-$280K	–	77
2021 Q3	$280K	Hold	1,272	–	–	0.12%	61
2021 Q2	$305K	Hold	1,272	–	–	0.12%	60
2021 Q1	$324K	Hold	1,272	–	–	0.15%	56
2020 Q4	$272K	Buy	+1,272	New	+$245K	0.13%	54
2020 Q1	–	Sell	-395	Closed	-$129K	–	108
2019 Q4	$129K	Sell	395 -107	-21%	-$37.9K	0.06%	91
2019 Q3	$191K	Buy	502 +9	+2%	+$3.22K	0.09%	70
2019 Q2	$179K	Buy	+493	New	+$180K	0.09%	63

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

Personal Wealth Partners's BA Position: Q4 2021 in Review

Personal Wealth Partners sold out of Boeing (BA) in Q4 2021, closing a stake of 1,272 shares — an estimated $280K sold.

Personal Wealth Partners first reported a position in BA in Q2 2019 and held it in 7 quarters. The position peaked at $324K in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Personal Wealth Partners reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,272 Boeing shares in Q4 2021, an estimated $280K.
Personal Wealth Partners first reported a position in Boeing in Q2 2019 and held it in 7 quarters.
Personal Wealth Partners's Boeing position peaked at $324K in Q1 2021.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.