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Reilly Financial Advisors’s Boeing BA Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-2,019
Closed -$256K – 810
2016
Q1 		$256K Buy
2,019
+303
+18% +$37.6K 0.04% 162
2015
Q4 		$248K Buy
+1,716
New +$247K 0.04% 166

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Reilly Financial Advisors's BA Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Boeing (BA) stake by 14% in Q4 2021, selling an estimated $137K and leaving 3,972 shares worth $800K. The position accounts for 0.06% of the portfolio, ranked #130.

Reilly Financial Advisors first reported a position in BA in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.4M in Q1 2021. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Reilly Financial Advisors held 3,972 shares of Boeing worth $800K as of Q4 2021.
  • Reilly Financial Advisors sold 650 Boeing shares in Q4 2021, an estimated $137K.
  • Boeing made up 0.06% of Reilly Financial Advisors's portfolio in Q4 2021, its #130 holding.
  • Reilly Financial Advisors first reported a position in Boeing in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Boeing position peaked at $1.4M in Q1 2021.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.