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Point View Wealth Management’s Boeing BA Stock Holding History

Point View Wealth Management’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
2020
Q4 		$2.01M Sell
9,410
-346
-4% -$66.5K 0.82% 34
2020
Q3 		$1.61M Buy
9,756
+431
+5% +$73.5K 0.76% 35
2020
Q2 		$1.71M Buy
9,325
+366
+4% +$56.3K 0.82% 31
2020
Q1 		$1.34M Buy
8,959
+3,702
+70% +$1.01M 0.73% 38
2019
Q4 		$1.71M Sell
5,257
-189
-3% -$66.9K 0.71% 39
2019
Q3 		$2.07M Sell
5,446
-726
-12% -$260K 0.94% 24
2019
Q2 		$2.25M Sell
6,172
-27
-0.4% -$9.85K 0.96% 23
2019
Q1 		$2.36M Sell
6,199
-8
-0.1% -$3.08K 1.05% 18
2018
Q4 		$2M Sell
6,207
-7
-0.1% -$2.42K 1.01% 22
2018
Q3 		$2.31M Sell
6,214
-37
-0.6% -$13K 1.03% 20
2018
Q2 		$2.1M Sell
6,251
-61
-1% -$21K 0.97% 23
2018
Q1 		$2.07M Sell
6,312
-93
-1% -$31.4K 0.99% 23
2017
Q4 		$1.89M Sell
6,405
-238
-4% -$64.4K 0.9% 24
2017
Q3 		$1.69M Sell
6,643
-244
-4% -$56.9K 0.81% 32
2017
Q2 		$1.36M Sell
6,887
-130
-2% -$24.2K 0.67% 41
2017
Q1 		$1.24M Buy
7,017
+95
+1% +$16.2K 0.64% 49
2016
Q4 		$1.08M Sell
6,922
-335
-5% -$48.9K 0.62% 49
2016
Q3 		$956K Sell
7,257
-66
-0.9% -$8.69K 0.57% 55
2016
Q2 		$951K Buy
7,323
+554
+8% +$72.2K 0.58% 54
2016
Q1 		$859K Buy
6,769
+2,049
+43% +$254K 0.55% 60
2015
Q4 		$682K Sell
4,720
-195
-4% -$28.1K 0.49% 74
2015
Q3 		$644K Buy
4,915
+210
+4% +$29.1K 0.51% 73
2015
Q2 		$653K Buy
4,705
+118
+3% +$17.2K 0.51% 70
2015
Q1 		$688K Buy
4,587
+60
+1% +$8.73K 0.53% 65
2014
Q4 		$588K Sell
4,527
-51
-1% -$6.47K 0.44% 76
2014
Q3 		$583K Sell
4,578
-40
-0.9% -$5.04K 0.49% 72
2014
Q2 		$588K Sell
4,618
-963
-17% -$126K 0.51% 69
2014
Q1 		$700K Sell
5,581
-13
-0.2% -$1.69K 0.64% 52
2013
Q4 		$764K Buy
+5,594
New +$727K 0.73% 46

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point View Wealth Management's BA Position: Q4 2020 in Review

Point View Wealth Management reduced its Boeing (BA) stake by 3.5% in Q4 2020, selling an estimated $66.5K and leaving 9,410 shares worth $2.01M. The position accounts for 0.82% of the portfolio, ranked #34.

Point View Wealth Management first reported a position in BA in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.36M in Q1 2019. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Point View Wealth Management held 9,410 shares of Boeing worth $2.01M as of Q4 2020.
  • Point View Wealth Management sold 346 Boeing shares in Q4 2020, an estimated $66.5K.
  • Boeing made up 0.82% of Point View Wealth Management's portfolio in Q4 2020, its #34 holding.
  • Point View Wealth Management first reported a position in Boeing in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Boeing position peaked at $2.36M in Q1 2019.
  • 2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.