PWM
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PRW Wealth Management’s Boeing BA Stock Holding History

PRW 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
2019
Q2 		– Sell
-406
Closed -$155K – 119
2019
Q1 		$155K Sell
406
-240
-37% -$92.4K 0.14% 63
2018
Q4 		$208K Buy
+646
New +$223K 0.26% 55

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

PRW Wealth Management's BA Position: Q2 2019 in Review

PRW Wealth Management sold out of Boeing (BA) in Q2 2019, closing a stake of 406 shares — an estimated $155K sold.

PRW Wealth Management first reported a position in BA in Q4 2018 and held it in 2 quarters. The position peaked at $208K in Q4 2018. 2,103 funds tracked by Wall St. Rank hold BA as of Q2 2019.

  • PRW Wealth Management reported no remaining Boeing position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 406 Boeing shares in Q2 2019, an estimated $155K.
  • PRW Wealth Management first reported a position in Boeing in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Boeing position peaked at $208K in Q4 2018.
  • 2,103 funds tracked by Wall St. Rank held Boeing as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.