Pinnacle Advisory Group’s Boeing BA Stock Holding History

Pinnacle Advisory Group’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 Q1	$836K	Buy	3,281 +1,384	+73%	+$308K	0.04%	127
2020 Q4	$406K	Buy	1,897 +100	+6%	+$19.2K	0.02%	138
2020 Q3	$297K	Sell	1,797 -200	-10%	-$34.1K	0.02%	145
2020 Q2	$366K	Buy	1,997 +71	+4%	+$10.9K	0.03%	133
2020 Q1	$287K	Sell	1,926 -224	-10%	-$61.3K	0.03%	132
2019 Q4	$700K	Buy	2,150 +3	+0.1%	+$1.06K	0.05%	104
2019 Q3	$817K	Sell	2,147 -132	-6%	-$47.2K	0.06%	92
2019 Q2	$829K	Buy	2,279 +192	+9%	+$70K	0.06%	97
2019 Q1	$796K	Buy	2,087 +513	+33%	+$197K	0.06%	92
2018 Q4	$508K	Buy	1,574 +431	+38%	+$149K	0.04%	107
2018 Q3	$425K	Buy	+1,143	New	+$402K	0.03%	117
2018 Q2	–	Sell	-1,778	Closed	-$583K	–	147
2018 Q1	$583K	Sell	1,778 -17	-0.9%	-$5.74K	0.03%	113
2017 Q4	$529K	Sell	1,795 -54	-3%	-$14.6K	0.03%	128
2017 Q3	$470K	Buy	1,849 +327	+21%	+$76.2K	0.03%	119
2017 Q2	$301K	Buy	1,522 +1	+0.1%	+$186	0.02%	155
2017 Q1	$269K	Hold	1,521	–	–	0.02%	166
2016 Q4	$237K	Buy	1,521 +2	+0.1%	+$292	0.02%	171
2016 Q3	$202K	Buy	+1,519	New	+$200K	0.02%	122
2016 Q2	–	Sell	-2,128	Closed	-$270K	–	134
2016 Q1	$270K	Buy	2,128 +611	+40%	+$75.8K	0.03%	92
2015 Q4	$219K	Buy	+1,517	New	+$218K	0.02%	102
2015 Q3	–	Sell	-1,516	Closed	-$210K	–	108
2015 Q2	$210K	Sell	1,516 -344	-18%	-$50.2K	0.02%	94
2015 Q1	$279K	Buy	1,860 +2	+0.1%	+$291	0.03%	110
2014 Q4	$241K	Buy	1,858 +1	+0.1%	+$127	0.02%	124
2014 Q3	$236K	Buy	1,857 +34	+2%	+$4.28K	0.03%	104
2014 Q2	$231K	Buy	+1,823	New	+$238K	0.03%	103

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Advisory Group's BA Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Boeing (BA) stake by 73% in Q1 2021, buying an estimated $308K and bringing the position to 3,281 shares worth $836K. The position accounts for 0.04% of the portfolio, ranked #127.

Pinnacle Advisory Group first reported a position in BA in Q2 2014 and has held it in 25 quarters since. 2,115 funds tracked by Wall St. Rank hold BA as of Q1 2021.

Pinnacle Advisory Group held 3,281 shares of Boeing worth $836K as of Q1 2021.
Pinnacle Advisory Group bought 1,384 Boeing shares in Q1 2021, an estimated $308K.
Boeing made up 0.04% of Pinnacle Advisory Group's portfolio in Q1 2021, its #127 holding.
Pinnacle Advisory Group first reported a position in Boeing in Q2 2014 and has held it in 25 quarters since.
2,115 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.