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Surevest’s Boeing BA Stock Holding History

Surevest’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 		$18K Sell
150
-100
-40% -$15.3K ﹤0.01% 250
2022
Q2 		$34K Buy
250
+100
+67% +$14.8K 0.01% 227
2022
Q1 		$29K Hold
150
– – 0.01% 213
2021
Q4 		$30K Buy
+150
New +$31.7K 0.01% 214

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

Surevest's BA Position: Q3 2022 in Review

Surevest reduced its Boeing (BA) stake by 40% in Q3 2022, selling an estimated $15.3K and leaving 150 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Surevest first reported a position in BA in Q4 2021 and has held it in 4 quarters since. The position peaked at $34K in Q2 2022. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Surevest held 150 shares of Boeing worth $18K as of Q3 2022.
  • Surevest sold 100 Boeing shares in Q3 2022, an estimated $15.3K.
  • Boeing made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #250 holding.
  • Surevest first reported a position in Boeing in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Boeing position peaked at $34K in Q2 2022.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.