Southland Equity Partners’s Boeing BA Stock Holding History

Southland Equity Partners’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	–	Sell	-1,115	Closed	-$267K	–	166
2021 Q2	$267K	Buy	+1,115	New	+$270K	0.13%	127

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Southland Equity Partners's BA Position: Q3 2021 in Review

Southland Equity Partners sold out of Boeing (BA) in Q3 2021, closing a stake of 1,115 shares — an estimated $267K sold.

Southland Equity Partners first reported a position in BA in Q2 2021 and held it in 1 quarter. The position peaked at $267K in Q2 2021. 2,053 funds tracked by Wall St. Rank hold BA as of Q3 2021.

Southland Equity Partners reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
Southland Equity Partners sold 1,115 Boeing shares in Q3 2021, an estimated $267K.
Southland Equity Partners first reported a position in Boeing in Q2 2021 and held it in 1 quarter.
Southland Equity Partners's Boeing position peaked at $267K in Q2 2021.
2,053 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Southland Equity Partners's 13F filing for Q3 2021, filed 2 Jan 2024.