Selective Wealth Management’s Boeing BA Stock Holding History

Selective 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 Q3	–	Sell	-150	Closed	-$21K	–	760
2022 Q2	$21K	Hold	150	–	–	0.01%	453
2022 Q1	$29K	Sell	150 -370	-71%	-$74.3K	0.01%	391
2021 Q4	$105K	Sell	520 -100	-16%	-$21.1K	0.04%	188
2021 Q3	$136K	Buy	620 +270	+77%	+$60.2K	0.07%	144
2021 Q2	$84K	Buy	+350	New	+$84.6K	0.07%	132
2019 Q4	–	Sell	-116	Closed	-$44K	–	326
2019 Q3	$44K	Buy	+116	New	+$41.5K	0.06%	84

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Selective Wealth Management's BA Position: Q3 2022 in Review

Selective Wealth Management sold out of Boeing (BA) in Q3 2022, closing a stake of 150 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in BA in Q3 2019 and held it in 6 quarters. The position peaked at $136K in Q3 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

Selective Wealth Management reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 150 Boeing shares in Q3 2022, an estimated $21K.
Selective Wealth Management first reported a position in Boeing in Q3 2019 and held it in 6 quarters.
Selective Wealth Management's Boeing position peaked at $136K in Q3 2021.
1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.