Planned Solutions’s Boeing BA Stock Holding History

Planned Solutions’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	–	Sell	-107	Closed	-$23K	–	88
2020 Q4	$23K	Sell	107 -39	-27%	-$7.5K	0.02%	270
2020 Q3	$24K	Buy	+146	New	+$24.9K	0.02%	202

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

Planned Solutions's BA Position: Q1 2021 in Review

Planned Solutions sold out of Boeing (BA) in Q1 2021, closing a stake of 107 shares — an estimated $23K sold.

Planned Solutions first reported a position in BA in Q3 2020 and held it in 2 quarters. The position peaked at $24K in Q3 2020. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

Planned Solutions reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 107 Boeing shares in Q1 2021, an estimated $23K.
Planned Solutions first reported a position in Boeing in Q3 2020 and held it in 2 quarters.
Planned Solutions's Boeing position peaked at $24K in Q3 2020.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.