SBK Financial’s Boeing BA Stock Holding History

SBK Financial’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	-325	Closed	-$65K	–	78
2021 Q4	$65K	Buy	+325	New	+$68.7K	0.05%	96

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBK Financial's BA Position: Q1 2022 in Review

SBK Financial sold out of Boeing (BA) in Q1 2022, closing a stake of 325 shares — an estimated $65K sold.

SBK Financial first reported a position in BA in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 2,149 funds tracked by Wall St. Rank hold BA as of Q1 2022.

SBK Financial reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
SBK Financial sold 325 Boeing shares in Q1 2022, an estimated $65K.
SBK Financial first reported a position in Boeing in Q4 2021 and held it in 1 quarter.
SBK Financial's Boeing position peaked at $65K in Q4 2021.
2,149 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on SBK Financial's 13F filing for Q1 2022, filed 13 May 2022.