Rockwood Wealth Management’s Boeing BA Stock Holding History

Rockwood 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
2022 Q1	–	Sell	-1,811	Closed	-$365K	–	80
2021 Q4	$365K	Buy	+1,811	New	+$383K	0.16%	74

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

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

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

Rockwood Wealth Management's BA Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Boeing (BA) in Q1 2022, closing a stake of 1,811 shares — an estimated $365K sold.

Rockwood Wealth Management first reported a position in BA in Q4 2021 and held it in 1 quarter. The position peaked at $365K in Q4 2021. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Rockwood Wealth Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 1,811 Boeing shares in Q1 2022, an estimated $365K.
Rockwood Wealth Management first reported a position in Boeing in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Boeing position peaked at $365K in Q4 2021.
2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.