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StrongBox Wealth’s Boeing BA Stock Holding History

StrongBox Wealth’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
Q2 		– Sell
-1,446
Closed -$277K – 83
2022
Q1 		$277K Sell
1,446
-175
-11% -$35.1K 0.16% 82
2021
Q4 		$326K Buy
1,621
+576
+55% +$122K 0.16% 84
2021
Q3 		$230K Buy
1,045
+30
+3% +$6.69K 0.13% 93
2021
Q2 		$243K Sell
1,015
-20
-2% -$4.83K 0.14% 93
2021
Q1 		$264K Buy
1,035
+15
+1% +$3.33K 0.16% 83
2020
Q4 		$218K Sell
1,020
-634
-38% -$122K 0.14% 86
2020
Q3 		$273K Sell
1,654
-265
-14% -$45.2K 0.2% 68
2020
Q2 		$352K Sell
1,919
-701
-27% -$108K 0.32% 63
2020
Q1 		$391K Buy
+2,620
New +$717K 0.44% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

StrongBox Wealth's BA Position: Q2 2022 in Review

StrongBox Wealth sold out of Boeing (BA) in Q2 2022, closing a stake of 1,446 shares — an estimated $277K sold.

StrongBox Wealth first reported a position in BA in Q1 2020 and held it in 9 quarters. The position peaked at $391K in Q1 2020. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

  • StrongBox Wealth reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
  • StrongBox Wealth sold 1,446 Boeing shares in Q2 2022, an estimated $277K.
  • StrongBox Wealth first reported a position in Boeing in Q1 2020 and held it in 9 quarters.
  • StrongBox Wealth's Boeing position peaked at $391K in Q1 2020.
  • 1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on StrongBox Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.