Strategic Wealth Management Group’s Boeing BA Stock Holding History

Strategic Wealth Management 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
2021 Q2	$308K	Sell	1,286 -45	-3%	-$10.9K	0.11%	96
2021 Q1	$339K	Buy	1,331 +16	+1%	+$3.56K	0.13%	94
2020 Q4	$282K	Hold	1,315	–	–	0.12%	96
2020 Q3	$217K	Buy	1,315 +57	+5%	+$9.71K	0.11%	107
2020 Q2	$231K	Buy	+1,258	New	+$193K	0.14%	84
2020 Q1	–	Sell	-1,435	Closed	-$467K	–	88
2019 Q4	$467K	Sell	1,435 -65	-4%	-$23K	0.3%	48
2019 Q3	$571K	Buy	1,500 +24	+2%	+$8.58K	0.41%	36
2019 Q2	$537K	Sell	1,476 -91	-6%	-$33.2K	0.41%	37
2019 Q1	$598K	Sell	1,567 -83	-5%	-$31.9K	0.49%	36
2018 Q4	$532K	Buy	+1,650	New	+$570K	0.51%	36

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

Strategic Wealth Management Group's BA Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Boeing (BA) stake by 3.4% in Q2 2021, selling an estimated $10.9K and leaving 1,286 shares worth $308K. The position accounts for 0.11% of the portfolio, ranked #96.

Strategic Wealth Management Group first reported a position in BA in Q4 2018 and has held it in 10 quarters since. The position peaked at $598K in Q1 2019. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Strategic Wealth Management Group held 1,286 shares of Boeing worth $308K as of Q2 2021.
Strategic Wealth Management Group sold 45 Boeing shares in Q2 2021, an estimated $10.9K.
Boeing made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #96 holding.
Strategic Wealth Management Group first reported a position in Boeing in Q4 2018 and has held it in 10 quarters since.
Strategic Wealth Management Group's Boeing position peaked at $598K in Q1 2019.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.