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Professional Planning’s Boeing BA Stock Holding History

Professional Planning’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
2021
Q3 		$1.21M Sell
5,488
-1,089
-17% -$243K 0.58% 33
2021
Q2 		$1.57M Sell
6,577
-197
-3% -$47.6K 0.72% 28
2021
Q1 		$1.73M Sell
6,774
-967
-12% -$215K 0.84% 26
2020
Q4 		$1.66M Buy
+7,741
New +$1.49M 0.67% 32
2020
Q3 		– Sell
-7,958
Closed -$1.46M – 43
2020
Q2 		$1.46M Buy
+7,958
New +$1.22M 0.78% 25
2020
Q1 		– Sell
-10,741
Closed -$3.5M – 33
2019
Q4 		$3.5M Sell
10,741
-1,353
-11% -$479K 3.03% 10
2019
Q3 		$4.6M Sell
12,094
-3,644
-23% -$1.3M 4.89% 7
2019
Q2 		$5.73M Sell
15,738
-3,611
-19% -$1.32M 6.76% 5
2019
Q1 		$7.38M Buy
19,349
+1,103
+6% +$425K 9.02% 4
2018
Q4 		$5.88M Sell
18,246
-313
-2% -$108K 8.02% 5
2018
Q3 		$6.9M Buy
18,559
+526
+3% +$185K 9.66% 5
2018
Q2 		$6.05M Buy
18,033
+811
+5% +$279K 9.55% 4
2018
Q1 		$5.65M Buy
17,222
+1,814
+12% +$613K 9.61% 4
2017
Q4 		$4.57M Buy
+15,408
New +$4.17M 8.36% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Professional Planning's BA Position: Q3 2021 in Review

Professional Planning reduced its Boeing (BA) stake by 17% in Q3 2021, selling an estimated $243K and leaving 5,488 shares worth $1.21M. The position accounts for 0.58% of the portfolio, ranked #33.

Professional Planning first reported a position in BA in Q4 2017 and has held it in 14 quarters since. The position peaked at $7.38M in Q1 2019. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Professional Planning held 5,488 shares of Boeing worth $1.21M as of Q3 2021.
  • Professional Planning sold 1,089 Boeing shares in Q3 2021, an estimated $243K.
  • Boeing made up 0.58% of Professional Planning's portfolio in Q3 2021, its #33 holding.
  • Professional Planning first reported a position in Boeing in Q4 2017 and has held it in 14 quarters since.
  • Professional Planning's Boeing position peaked at $7.38M in Q1 2019.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.