RPg Family Wealth Advisory’s Boeing BA Stock Holding History

RPg Family Wealth Advisory’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
2021 Q4	–	Sell	-47	Closed	-$10.3K	–	279
2021 Q3	$10.3K	Hold	47	–	–	﹤0.01%	276
2021 Q2	$11.3K	Buy	+47	New	+$11.4K	﹤0.01%	269
2020 Q4	$10.1K	Buy	+47	New	+$9.04K	﹤0.01%	288
2020 Q2	–	Sell	-78	Closed	-$11.6K	–	282
2020 Q1	$11.6K	Sell	78 -5	-6%	-$1.37K	0.01%	241
2019 Q4	$27K	Sell	83 -12	-13%	-$4.25K	0.02%	190
2019 Q3	$36.1K	Buy	95 +56	+144%	+$20K	0.02%	184
2019 Q2	$14.2K	Buy	39 +2	+5%	+$729	0.01%	250
2019 Q1	$14.1K	Buy	+37	New	+$14.2K	0.01%	260
2018 Q3	–	Sell	-90	Closed	-$30.2K	–	257
2018 Q2	$30.2K	Buy	+90	New	+$31K	0.02%	139
2018 Q1	–	Sell	-354	Closed	-$104K	–	242
2017 Q4	$104K	Hold	354	–	–	0.09%	61
2017 Q3	$90K	Buy	354 +243	+219%	+$56.6K	0.07%	83
2017 Q2	$21.9K	Buy	+111	New	+$20.7K	0.02%	230
2017 Q1	–	Sell	-587	Closed	-$91.4K	–	273
2016 Q4	$91.4K	Hold	587	–	–	0.08%	85
2016 Q3	$77.3K	Hold	587	–	–	0.05%	93
2016 Q2	$76.2K	Sell	587 -13	-2%	-$1.7K	0.03%	101
2016 Q1	$76.2K	Sell	600 -220	-27%	-$27.3K	0.06%	101
2015 Q4	$119K	Buy	+820	New	+$118K	0.11%	51

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

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

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

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

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

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

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

RPg Family Wealth Advisory's BA Position: Q4 2021 in Review

RPg Family Wealth Advisory sold out of Boeing (BA) in Q4 2021, closing a stake of 47 shares — an estimated $10.3K sold.

RPg Family Wealth Advisory first reported a position in BA in Q4 2015 and held it in 17 quarters. The position peaked at $119K in Q4 2015. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

RPg Family Wealth Advisory reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
RPg Family Wealth Advisory sold 47 Boeing shares in Q4 2021, an estimated $10.3K.
RPg Family Wealth Advisory first reported a position in Boeing in Q4 2015 and held it in 17 quarters.
RPg Family Wealth Advisory's Boeing position peaked at $119K in Q4 2015.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2021, filed 14 Feb 2022.