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Private Wealth Group’s Boeing BA Stock Holding History

Private Wealth 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
2020
Q1 		– Sell
-853
Closed -$278K – 28
2019
Q4 		$278K Buy
853
+4
+0.5% +$1.42K 0.29% 26
2019
Q3 		$323K Buy
849
+5
+0.6% +$1.79K 0.29% 29
2019
Q2 		$307K Buy
844
+5
+0.6% +$1.82K 0.28% 26
2019
Q1 		$320K Buy
839
+4
+0.5% +$1.54K 0.29% 27
2018
Q4 		$269K Buy
835
+5
+0.6% +$1.73K 0.26% 20
2018
Q3 		$309K Buy
830
+4
+0.5% +$1.41K 0.32% 20
2018
Q2 		$277K Buy
826
+4
+0.5% +$1.38K 0.26% 25
2018
Q1 		$270K Buy
+822
New +$278K 0.46% 18

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Wealth Group's BA Position: Q1 2020 in Review

Private Wealth Group sold out of Boeing (BA) in Q1 2020, closing a stake of 853 shares — an estimated $278K sold.

Private Wealth Group first reported a position in BA in Q1 2018 and held it in 8 quarters. The position peaked at $323K in Q3 2019. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Private Wealth Group reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Group sold 853 Boeing shares in Q1 2020, an estimated $278K.
  • Private Wealth Group first reported a position in Boeing in Q1 2018 and held it in 8 quarters.
  • Private Wealth Group's Boeing position peaked at $323K in Q3 2019.
  • 1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Private Wealth Group's 13F filing for Q1 2020, filed 12 May 2020.