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 Q2	–	Sell	-100	Closed	-$10K	–	554
2022 Q1	$10K	Buy	+100	New	+$20.1K	﹤0.01%	280

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

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.