Private Vista’s Boeing BA Stock Holding History

Private Vista’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 Q2	$559K	Buy	3,053 +1,604	+111%	+$247K	0.27%	56
2020 Q1	$214K	Sell	1,449 -406	-22%	-$111K	0.08%	122
2019 Q4	$603K	Sell	1,855 -336	-15%	-$119K	0.16%	65
2019 Q3	$834K	Buy	2,191 +258	+13%	+$92.2K	0.22%	54
2019 Q2	$702K	Buy	1,933 +102	+6%	+$37.2K	0.18%	64
2019 Q1	$696K	Sell	1,831 -51	-3%	-$19.6K	0.17%	70
2018 Q4	$607K	Buy	1,882 +5	+0.3%	+$1.73K	0.14%	74
2018 Q3	$698K	Buy	1,877 +12	+0.6%	+$4.22K	0.14%	70
2018 Q2	$626K	Buy	1,865 +5	+0.3%	+$1.72K	0.14%	69
2018 Q1	$610K	Buy	1,860 +174	+10%	+$58.8K	0.18%	58
2017 Q4	$498K	Buy	1,686 +100	+6%	+$27.1K	0.15%	48
2017 Q3	$403K	Buy	1,586 +378	+31%	+$88.1K	0.09%	77
2017 Q2	$252K	Buy	+1,208	New	+$225K	0.06%	83

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Vista's BA Position: Q2 2020 in Review

Private Vista increased its Boeing (BA) stake by 111% in Q2 2020, buying an estimated $247K and bringing the position to 3,053 shares worth $559K. The position accounts for 0.27% of the portfolio, ranked #56.

Private Vista first reported a position in BA in Q2 2017 and has held it in 13 quarters since. The position peaked at $834K in Q3 2019. 1,807 funds tracked by Wall St. Rank hold BA as of Q2 2020.

Private Vista held 3,053 shares of Boeing worth $559K as of Q2 2020.
Private Vista bought 1,604 Boeing shares in Q2 2020, an estimated $247K.
Boeing made up 0.27% of Private Vista's portfolio in Q2 2020, its #56 holding.
Private Vista first reported a position in Boeing in Q2 2017 and has held it in 13 quarters since.
Private Vista's Boeing position peaked at $834K in Q3 2019.
1,807 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.