PSG
BA icon

Planning Solutions Group’s Boeing BA Stock Holding History

Planning Solutions 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
2019
Q2 		$340K Sell
934
-123
-12% -$44.9K 0.18% 97
2019
Q1 		$403K Hold
1,057
– – 0.22% 85
2018
Q4 		$341K Buy
+1,057
New +$365K 0.21% 89

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Planning Solutions Group's BA Position: Q2 2019 in Review

Planning Solutions Group reduced its Boeing (BA) stake by 12% in Q2 2019, selling an estimated $44.9K and leaving 934 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #97.

Planning Solutions Group first reported a position in BA in Q4 2018 and has held it in 3 quarters since. The position peaked at $403K in Q1 2019. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

  • Planning Solutions Group held 934 shares of Boeing worth $340K as of Q2 2019.
  • Planning Solutions Group sold 123 Boeing shares in Q2 2019, an estimated $44.9K.
  • Boeing made up 0.18% of Planning Solutions Group's portfolio in Q2 2019, its #97 holding.
  • Planning Solutions Group first reported a position in Boeing in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Boeing position peaked at $403K in Q1 2019.
  • 2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.