RKL Wealth Management’s Boeing BA Stock Holding History

RKL 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 Q4	–	Sell	-936	Closed	-$356K	–	120
2019 Q3	$356K	Buy	936 +132	+16%	+$47.2K	0.07%	107
2019 Q2	$292K	Sell	804 -417	-34%	-$152K	0.05%	112
2019 Q1	$465K	Buy	1,221 +442	+57%	+$170K	0.09%	103
2018 Q4	$252K	Sell	779 -5	-0.6%	-$1.73K	0.06%	115
2018 Q3	$291K	Sell	784 -43	-5%	-$15.1K	0.06%	116
2018 Q2	$277K	Sell	827 -130	-14%	-$44.7K	0.06%	119
2018 Q1	$314K	Buy	957 +214	+29%	+$72.3K	0.07%	117
2017 Q4	$220K	Sell	743 -573	-44%	-$155K	0.05%	131
2017 Q3	$335K	Buy	1,316 +156	+13%	+$36.4K	0.09%	118
2017 Q2	$230K	Buy	+1,160	New	+$216K	0.07%	134

Other funds holding BA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

RKL Wealth Management's BA Position: Q4 2019 in Review

RKL Wealth Management sold out of Boeing (BA) in Q4 2019, closing a stake of 936 shares — an estimated $356K sold.

RKL Wealth Management first reported a position in BA in Q2 2017 and held it in 10 quarters. The position peaked at $465K in Q1 2019. 2,176 funds tracked by Wall St. Rank hold BA as of Q4 2019.

RKL Wealth Management reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
RKL Wealth Management sold 936 Boeing shares in Q4 2019, an estimated $356K.
RKL Wealth Management first reported a position in Boeing in Q2 2017 and held it in 10 quarters.
RKL Wealth Management's Boeing position peaked at $465K in Q1 2019.
2,176 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on RKL Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.