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Riverpoint Wealth Management Holdings’s Boeing BA Stock Holding History

Riverpoint Wealth Management Holdings’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
2023
Q1 		– Sell
-200
Closed -$38.1K – 54
2022
Q4 		$38.1K Buy
+200
New +$32.7K 0.01% 72
2019
Q4 		– Sell
-580
Closed -$220K – 74
2019
Q3 		$220K Buy
580
+2
+0.3% +$715 0.1% 64
2019
Q2 		$211K Buy
578
+1
+0.2% +$365 0.1% 62
2019
Q1 		$220K Sell
577
-341
-37% -$131K 0.11% 59
2018
Q4 		$296K Sell
918
-201
-18% -$69.4K 0.16% 49
2018
Q3 		$416K Sell
1,119
-128
-10% -$45K 0.21% 37
2018
Q2 		$418K Sell
1,247
-12
-1% -$4.13K 0.23% 33
2018
Q1 		$412K Buy
1,259
+20
+2% +$6.76K 0.25% 28
2017
Q4 		$366K Sell
1,239
-161
-12% -$43.6K 0.23% 30
2017
Q3 		$360K Sell
1,400
-38
-3% -$8.86K 0.24% 30
2017
Q2 		$293K Buy
1,438
+4
+0.3% +$745 0.21% 34
2017
Q1 		$254K Hold
1,434
– – 0.19% 38
2016
Q4 		$228K Buy
+1,434
New +$209K 0.19% 36

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Riverpoint Wealth Management Holdings's BA Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Boeing (BA) in Q1 2023, closing a stake of 200 shares — an estimated $38.1K sold.

Riverpoint Wealth Management Holdings first reported a position in BA in Q4 2016 and held it in 13 quarters. The position peaked at $418K in Q2 2018. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 200 Boeing shares in Q1 2023, an estimated $38.1K.
  • Riverpoint Wealth Management Holdings first reported a position in Boeing in Q4 2016 and held it in 13 quarters.
  • Riverpoint Wealth Management Holdings's Boeing position peaked at $418K in Q2 2018.
  • 2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.