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Spearhead Capital Advisors’s Boeing BA Stock Holding History

Spearhead Capital 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
2022
Q3 		$585K Sell
4,834
-59,779
-93% -$9.17M 0.63% 57
2022
Q2 		$8.83M Buy
64,613
+15,687
+32% +$2.31M 1.32% 31
2022
Q1 		$9.37M Buy
48,926
+17,863
+58% +$3.59M 1.16% 40
2021
Q4 		$6.25M Sell
31,063
-9,866
-24% -$2.08M 0.76% 51
2021
Q3 		$9M Buy
40,929
+3,747
+10% +$836K 1.2% 38
2021
Q2 		$8.91M Sell
37,182
-25
-0.1% -$6.04K 1.21% 36
2021
Q1 		$9.48M Buy
37,207
+2,340
+7% +$520K 1.4% 17
2020
Q4 		$7.46M Buy
34,867
+3,113
+10% +$598K 1.19% 26
2020
Q3 		$5.25M Buy
31,754
+701
+2% +$119K 1% 47
2020
Q2 		$5.69M Buy
31,053
+7,283
+31% +$1.12M 1.22% 30
2020
Q1 		$3.54M Buy
23,770
+11,378
+92% +$3.11M 1.02% 55
2019
Q4 		$4.04M Buy
12,392
+802
+7% +$284K 1% 52
2019
Q3 		$4.41M Buy
11,590
+404
+4% +$144K 1.23% 40
2019
Q2 		$4.07M Buy
11,186
+878
+9% +$320K 1.19% 47
2019
Q1 		$3.93M Buy
10,308
+72
+0.7% +$27.7K 1.19% 40
2018
Q4 		$3.3M Buy
10,236
+196
+2% +$67.7K 1.42% 25
2018
Q3 		$3.87M Buy
10,040
+158
+2% +$55.5K 1.3% 25
2018
Q2 		$3.31M Sell
9,882
-1,357
-12% -$467K 1.19% 33
2018
Q1 		$3.69M Buy
11,239
+711
+7% +$240K 1.44% 8
2017
Q4 		$3.1M Buy
+10,528
New +$2.85M 1.51% 9

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Spearhead Capital Advisors's BA Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Boeing (BA) stake by 93% in Q3 2022, selling an estimated $9.17M and leaving 4,834 shares worth $585K. The position accounts for 0.63% of the portfolio, ranked #57.

Spearhead Capital Advisors first reported a position in BA in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.48M in Q1 2021. 1,829 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Spearhead Capital Advisors held 4,834 shares of Boeing worth $585K as of Q3 2022.
  • Spearhead Capital Advisors sold 59,779 Boeing shares in Q3 2022, an estimated $9.17M.
  • Boeing made up 0.63% of Spearhead Capital Advisors's portfolio in Q3 2022, its #57 holding.
  • Spearhead Capital Advisors first reported a position in Boeing in Q4 2017 and has held it in 20 quarters since.
  • Spearhead Capital Advisors's Boeing position peaked at $9.48M in Q1 2021.
  • 1,829 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.