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SVA Wealth Management’s Boeing BA Stock Holding History

SVA Wealth Management’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
2020
Q4 		$306K Sell
1,428
-129
-8% -$24.8K 0.03% 198
2020
Q3 		$257K Sell
1,557
-376
-19% -$64.1K 0.03% 182
2020
Q2 		$354K Buy
1,933
+192
+11% +$29.5K 0.04% 163
2020
Q1 		$260K Sell
1,741
-5,518
-76% -$1.51M 0.03% 173
2019
Q4 		$2.37M Sell
7,259
-404
-5% -$143K 0.22% 88
2019
Q3 		$2.92M Sell
7,663
-76
-1% -$27.2K 0.29% 74
2019
Q2 		$2.82M Sell
7,739
-1,963
-20% -$716K 0.28% 75
2019
Q1 		$3.7M Buy
9,702
+7,984
+465% +$3.07M 0.36% 64
2018
Q4 		$554K Sell
1,718
-224
-12% -$77.4K 0.06% 139
2018
Q3 		$722K Buy
1,942
+86
+5% +$30.2K 0.07% 135
2018
Q2 		$623K Sell
1,856
-175
-9% -$60.2K 0.07% 139
2018
Q1 		$516K Buy
2,031
+30
+1% +$10.1K 0.06% 142
2017
Q4 		$590K Sell
2,001
-30
-1% -$8.12K 0.07% 139
2017
Q3 		$516K Buy
2,031
+21
+1% +$4.89K 0.06% 142
2017
Q2 		$398K Buy
2,010
+68
+4% +$12.7K 0.05% 150
2017
Q1 		$343K Sell
1,942
-38
-2% -$6.47K 0.05% 154
2016
Q4 		$308K Sell
1,980
-50
-2% -$7.3K 0.05% 165
2016
Q3 		$267K Sell
2,030
-695
-26% -$91.6K 0.04% 171
2016
Q2 		$354K Buy
2,725
+660
+32% +$86K 0.06% 160
2016
Q1 		$262K Buy
+2,065
New +$256K 0.04% 177

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVA Wealth Management's BA Position: Q4 2020 in Review

SVA Wealth Management reduced its Boeing (BA) stake by 8.3% in Q4 2020, selling an estimated $24.8K and leaving 1,428 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #198.

SVA Wealth Management first reported a position in BA in Q1 2016 and has held it in 20 quarters since. The position peaked at $3.7M in Q1 2019. 2,038 funds tracked by Wall St. Rank hold BA as of Q4 2020.

  • SVA Wealth Management held 1,428 shares of Boeing worth $306K as of Q4 2020.
  • SVA Wealth Management sold 129 Boeing shares in Q4 2020, an estimated $24.8K.
  • Boeing made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #198 holding.
  • SVA Wealth Management first reported a position in Boeing in Q1 2016 and has held it in 20 quarters since.
  • SVA Wealth Management's Boeing position peaked at $3.7M in Q1 2019.
  • 2,038 funds tracked by Wall St. Rank held Boeing as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.