PWAP
BA icon

Private Wealth Advisors (Pennsylvania)’s Boeing BA Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$227K Sell
1,062
-167
-14% -$32.1K 0.13% 104
2020
Q3 		$203K Sell
1,229
-218
-15% -$37.2K 0.13% 101
2020
Q2 		$265K Buy
+1,447
New +$222K 0.18% 86
2020
Q1 		– Sell
-1,260
Closed -$399K – 93
2019
Q4 		$399K Buy
1,260
+71
+6% +$25.1K 0.21% 90
2019
Q3 		$452K Sell
1,189
-477
-29% -$171K 0.23% 95
2019
Q2 		$607K Buy
1,666
+101
+6% +$36.8K 0.22% 94
2019
Q1 		$597K Buy
1,565
+154
+11% +$59.3K 0.22% 95
2018
Q4 		$455K Buy
1,411
+5
+0.4% +$1.73K 0.2% 100
2018
Q3 		$523K Buy
1,406
+140
+11% +$49.2K 0.19% 97
2018
Q2 		$425K Hold
1,266
– – 0.17% 99
2018
Q1 		$415K Buy
1,266
+80
+7% +$27K 0.17% 101
2017
Q4 		$350K Buy
1,186
+157
+15% +$42.5K 0.14% 110
2017
Q3 		$262K Hold
1,029
– – 0.11% 115
2017
Q2 		$203K Buy
+1,029
New +$192K 0.09% 122

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

Private Wealth Advisors (Pennsylvania)'s BA Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Boeing (BA) stake by 14% in Q4 2020, selling an estimated $32.1K and leaving 1,062 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #104.

Private Wealth Advisors (Pennsylvania) first reported a position in BA in Q2 2017 and has held it in 14 quarters since. The position peaked at $607K in Q2 2019. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 1,062 shares of Boeing worth $227K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 167 Boeing shares in Q4 2020, an estimated $32.1K.
  • Boeing made up 0.13% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #104 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Boeing in Q2 2017 and has held it in 14 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Boeing position peaked at $607K in Q2 2019.
  • 2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.