SVWA
BA icon

Sound View Wealth Advisors’s Boeing BA Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$2.56M Sell
6,706
-70
-1% -$26.9K 0.8% 36
2018
Q4 		$2.19M Buy
+6,776
New +$2.34M 0.79% 36

Other funds holding BA

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's BA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Boeing (BA) stake by 1% in Q1 2019, selling an estimated $26.9K and leaving 6,706 shares worth $2.56M. The position accounts for 0.8% of the portfolio, ranked #36.

Sound View Wealth Advisors first reported a position in BA in Q4 2018 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

  • Sound View Wealth Advisors held 6,706 shares of Boeing worth $2.56M as of Q1 2019.
  • Sound View Wealth Advisors sold 70 Boeing shares in Q1 2019, an estimated $26.9K.
  • Boeing made up 0.8% of Sound View Wealth Advisors's portfolio in Q1 2019, its #36 holding.
  • Sound View Wealth Advisors first reported a position in Boeing in Q4 2018 and has held it in 2 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.