REDW Wealth’s Boeing BA Stock Holding History

REDW Wealth’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 Q4	–	Sell	-950	Closed	-$209K	–	119
2021 Q3	$209K	Hold	950	–	–	0.07%	110
2021 Q2	$228K	Hold	950	–	–	0.07%	106
2021 Q1	$242K	Hold	950	–	–	0.08%	94
2020 Q4	$203K	Buy	+950	New	+$183K	0.08%	95
2020 Q1	–	Sell	-1,126	Closed	-$367K	–	76
2019 Q4	$367K	Hold	1,126	–	–	0.2%	53
2019 Q3	$428K	Buy	1,126 +151	+15%	+$54K	0.25%	43
2019 Q2	$355K	Buy	975 +228	+31%	+$83.1K	0.21%	53
2019 Q1	$285K	Hold	747	–	–	0.17%	57
2018 Q4	$241K	Sell	747 -200	-21%	-$69.1K	0.17%	62
2018 Q3	$352K	Buy	947 +3	+0.3%	+$1.05K	0.23%	50
2018 Q2	$317K	Hold	944	–	–	0.23%	55
2018 Q1	$310K	Hold	944	–	–	0.23%	51
2017 Q4	$278K	Hold	944	–	–	0.22%	55
2017 Q3	$240K	Buy	+944	New	+$220K	0.2%	65

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

REDW Wealth's BA Position: Q4 2021 in Review

REDW Wealth sold out of Boeing (BA) in Q4 2021, closing a stake of 950 shares — an estimated $209K sold.

REDW Wealth first reported a position in BA in Q3 2017 and held it in 14 quarters. The position peaked at $428K in Q3 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

REDW Wealth reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
REDW Wealth sold 950 Boeing shares in Q4 2021, an estimated $209K.
REDW Wealth first reported a position in Boeing in Q3 2017 and held it in 14 quarters.
REDW Wealth's Boeing position peaked at $428K in Q3 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on REDW Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.