Peterson Wealth Advisors’s Boeing BA Stock Holding History

Peterson Wealth 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
2020 Q1	–	Sell	-677	Closed	-$221K	–	51
2019 Q4	$221K	Sell	677 -68	-9%	-$24.1K	0.13%	41
2019 Q3	$283K	Buy	745 +1	+0.1%	+$357	0.17%	35
2019 Q2	$271K	Buy	744 +1	+0.1%	+$365	0.17%	36
2019 Q1	$282K	Buy	743 +6	+0.8%	+$2.31K	0.19%	35
2018 Q4	$238K	Sell	737 -74	-9%	-$25.6K	0.19%	38
2018 Q3	$301K	Buy	811 +2	+0.2%	+$703	0.22%	36
2018 Q2	$271K	Buy	809 +4	+0.5%	+$1.38K	0.22%	35
2018 Q1	$264K	Buy	805 +3	+0.4%	+$1.01K	0.22%	39
2017 Q4	$237K	Buy	+802	New	+$217K	0.21%	41

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Peterson Wealth Advisors's BA Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of Boeing (BA) in Q1 2020, closing a stake of 677 shares — an estimated $221K sold.

Peterson Wealth Advisors first reported a position in BA in Q4 2017 and held it in 9 quarters. The position peaked at $301K in Q3 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

Peterson Wealth Advisors reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 677 Boeing shares in Q1 2020, an estimated $221K.
Peterson Wealth Advisors first reported a position in Boeing in Q4 2017 and held it in 9 quarters.
Peterson Wealth Advisors's Boeing position peaked at $301K in Q3 2018.
1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.