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Pinnacle Private Wealth’s Boeing BA Stock Holding History

Pinnacle Private Wealth’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
Q2 		$365K Sell
2,668
-510
-16% -$75.2K 0.14% 166
2022
Q1 		$609K Sell
3,178
-558
-15% -$112K 0.19% 121
2021
Q4 		$752K Buy
+3,736
New +$789K 0.24% 104

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's BA Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Boeing (BA) stake by 16% in Q2 2022, selling an estimated $75.2K and leaving 2,668 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #166.

Pinnacle Private Wealth first reported a position in BA in Q4 2021 and has held it in 3 quarters since. The position peaked at $752K in Q4 2021. 1,903 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • Pinnacle Private Wealth held 2,668 shares of Boeing worth $365K as of Q2 2022.
  • Pinnacle Private Wealth sold 510 Boeing shares in Q2 2022, an estimated $75.2K.
  • Boeing made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #166 holding.
  • Pinnacle Private Wealth first reported a position in Boeing in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Boeing position peaked at $752K in Q4 2021.
  • 1,903 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.