Pinnacle Family Advisors’s Boeing BA Stock Holding History

Pinnacle Family 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
2021 Q4	–	Sell	-1,006	Closed	-$221K	–	113
2021 Q3	$221K	Sell	1,006 -715	-42%	-$159K	0.1%	132
2021 Q2	$412K	Buy	+1,721	New	+$416K	0.18%	78
2020 Q1	–	Sell	-923	Closed	-$301K	–	58
2019 Q4	$301K	Sell	923 -1,073	-54%	-$380K	0.27%	62
2019 Q3	$759K	Sell	1,996 -74	-4%	-$26.5K	0.67%	36
2019 Q2	$753K	Buy	2,070 +102	+5%	+$37.2K	0.62%	39
2019 Q1	$750K	Buy	1,968 +1,027	+109%	+$395K	0.67%	39
2018 Q4	$304K	Sell	941 -200	-18%	-$69.1K	0.2%	50
2018 Q3	$424K	Sell	1,141 -1,658	-59%	-$582K	0.22%	49
2018 Q2	$939K	Buy	2,799 +435	+18%	+$150K	0.5%	34
2018 Q1	$775K	Buy	+2,364	New	+$799K	0.44%	39

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

Pinnacle Family Advisors's BA Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of Boeing (BA) in Q4 2021, closing a stake of 1,006 shares — an estimated $221K sold.

Pinnacle Family Advisors first reported a position in BA in Q1 2018 and held it in 10 quarters. The position peaked at $939K in Q2 2018. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Pinnacle Family Advisors reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 1,006 Boeing shares in Q4 2021, an estimated $221K.
Pinnacle Family Advisors first reported a position in Boeing in Q1 2018 and held it in 10 quarters.
Pinnacle Family Advisors's Boeing position peaked at $939K in Q2 2018.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.