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Sonora Investment Management’s Boeing BA Stock Holding History

Sonora Investment 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
2021
Q3 		$1.34M Buy
6,082
+138
+2% +$30.8K 0.17% 93
2021
Q2 		$1.42M Buy
5,944
+170
+3% +$41.1K 0.19% 89
2021
Q1 		$1.47M Sell
5,774
-12
-0.2% -$2.67K 0.12% 160
2020
Q4 		$1.24M Sell
5,786
-1,370
-19% -$263K 0.1% 164
2020
Q3 		$1.18M Buy
7,156
+488
+7% +$83.2K 0.11% 152
2020
Q2 		$1.22M Buy
6,668
+1,342
+25% +$206K 0.13% 139
2020
Q1 		$794K Sell
5,326
-59
-1% -$16.1K 0.09% 153
2019
Q4 		$1.75M Buy
+5,385
New +$1.91M 0.17% 124
2019
Q3 		– Sell
-5,396
Closed -$1.96M – 1703
2019
Q2 		$1.96M Buy
5,396
+404
+8% +$147K 0.22% 111
2019
Q1 		$1.9M Buy
4,992
+1,611
+48% +$620K 0.23% 108
2018
Q4 		$1.09M Buy
3,381
+125
+4% +$43.2K 0.16% 125
2018
Q3 		$1.21M Buy
3,256
+75
+2% +$26.3K 0.17% 118
2018
Q2 		$1.07M Sell
3,181
-1,470
-32% -$506K 0.16% 113
2018
Q1 		$1.53M Buy
4,651
+600
+15% +$203K 0.24% 93
2017
Q4 		$1.19M Buy
+4,051
New +$1.1M 0.19% 108
2017
Q3 		– Sell
-4,083
Closed -$807K – 1175
2017
Q2 		$807K Hold
4,083
– – 0.15% 118
2017
Q1 		$722K Buy
4,083
+600
+17% +$102K 0.14% 118
2016
Q4 		$542K Sell
3,483
-53
-1% -$7.74K 0.11% 131
2016
Q3 		$466K Buy
3,536
+370
+12% +$48.7K 0.1% 129
2016
Q2 		$411K Buy
3,166
+1,960
+163% +$256K 0.09% 127
2016
Q1 		$158K Buy
1,206
+871
+260% +$108K 0.04% 169
2015
Q4 		$48K Sell
335
-168
-33% -$24.2K 0.01% 237
2015
Q3 		$65K Buy
+503
New +$69.8K 0.02% 186

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's BA Position: Q3 2021 in Review

Sonora Investment Management increased its Boeing (BA) stake by 2.3% in Q3 2021, buying an estimated $30.8K and bringing the position to 6,082 shares worth $1.34M. The position accounts for 0.17% of the portfolio, ranked #93.

Sonora Investment Management first reported a position in BA in Q3 2015 and has held it in 23 quarters since. The position peaked at $1.96M in Q2 2019. 2,053 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Sonora Investment Management held 6,082 shares of Boeing worth $1.34M as of Q3 2021.
  • Sonora Investment Management bought 138 Boeing shares in Q3 2021, an estimated $30.8K.
  • Boeing made up 0.17% of Sonora Investment Management's portfolio in Q3 2021, its #93 holding.
  • Sonora Investment Management first reported a position in Boeing in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's Boeing position peaked at $1.96M in Q2 2019.
  • 2,053 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.