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Regent Investment Management’s Boeing BA Stock Holding History

Regent Investment 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
2020
Q1 		– Sell
-4,913
Closed -$1.6M – 179
2019
Q4 		$1.6M Sell
4,913
-910
-16% -$322K 0.49% 56
2019
Q3 		$2.21M Sell
5,823
-110
-2% -$39.3K 0.73% 40
2019
Q2 		$2.16M Buy
5,933
+4,753
+403% +$1.73M 0.7% 46
2019
Q1 		$450K Buy
+1,180
New +$454K 0.15% 135

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

Regent Investment Management's BA Position: Q1 2020 in Review

Regent Investment Management sold out of Boeing (BA) in Q1 2020, closing a stake of 4,913 shares — an estimated $1.6M sold.

Regent Investment Management first reported a position in BA in Q1 2019 and held it in 4 quarters. The position peaked at $2.21M in Q3 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Regent Investment Management reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Regent Investment Management sold 4,913 Boeing shares in Q1 2020, an estimated $1.6M.
  • Regent Investment Management first reported a position in Boeing in Q1 2019 and held it in 4 quarters.
  • Regent Investment Management's Boeing position peaked at $2.21M in Q3 2019.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Regent Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.