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SevenBridge Financial Group’s Boeing BA Stock Holding History

SevenBridge Financial Group’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
Q2 		– Sell
-1,290
Closed -$247K – 144
2022
Q1 		$247K Sell
1,290
-475
-27% -$95.3K 0.09% 138
2021
Q4 		$355K Sell
1,765
-45
-2% -$9.51K 0.11% 129
2021
Q3 		$398K Buy
1,810
+105
+6% +$23.4K 0.13% 118
2021
Q2 		$408K Buy
+1,705
New +$412K 0.13% 116
2020
Q2 		– Sell
-1,736
Closed -$259K – 135
2020
Q1 		$259K Buy
1,736
+25
+1% +$6.84K 0.15% 109
2019
Q4 		$557K Buy
1,711
+71
+4% +$25.1K 0.15% 93
2019
Q3 		$624K Buy
1,640
+105
+7% +$37.5K 0.33% 76
2019
Q2 		$559K Buy
1,535
+130
+9% +$47.4K 0.2% 88
2019
Q1 		$536K Buy
1,405
+115
+9% +$44.3K 0.2% 85
2018
Q4 		$416K Buy
1,290
+95
+8% +$32.8K 0.25% 77
2018
Q3 		$444K Hold
1,195
– – 0.24% 84
2018
Q2 		$401K Hold
1,195
– – 0.22% 89
2018
Q1 		$392K Sell
1,195
-10
-0.8% -$3.38K 0.22% 92
2017
Q4 		$355K Sell
1,205
-45
-4% -$12.2K 0.2% 101
2017
Q3 		$318K Hold
1,250
– – 0.18% 109
2017
Q2 		$247K Buy
1,250
+250
+25% +$46.5K 0.15% 121
2017
Q1 		$179K Hold
1,000
– – 0.12% 136
2016
Q4 		$133K Hold
1,000
– – 0.1% 159
2016
Q3 		$133K Sell
1,000
-96
-9% -$12.6K 0.1% 158
2016
Q2 		$142K Buy
+1,096
New +$143K 0.1% 164

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SevenBridge Financial Group's BA Position: Q2 2022 in Review

SevenBridge Financial Group sold out of Boeing (BA) in Q2 2022, closing a stake of 1,290 shares — an estimated $247K sold.

SevenBridge Financial Group first reported a position in BA in Q2 2016 and held it in 20 quarters. The position peaked at $624K in Q3 2019. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • SevenBridge Financial Group reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,290 Boeing shares in Q2 2022, an estimated $247K.
  • SevenBridge Financial Group first reported a position in Boeing in Q2 2016 and held it in 20 quarters.
  • SevenBridge Financial Group's Boeing position peaked at $624K in Q3 2019.
  • 1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on SevenBridge Financial Group's 13F filing for Q2 2022, filed 12 Jul 2022.