Taylor Hoffman Wealth Management’s Boeing BA Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-366	Closed	-$67K	–	131
2020 Q2	$67K	Buy	+366	New	+$56.3K	0.04%	178
2020 Q1	–	Sell	-386	Closed	-$126K	–	129
2019 Q4	$126K	Hold	386	–	–	0.08%	145
2019 Q3	$147K	Hold	386	–	–	0.1%	132
2019 Q2	$141K	Hold	386	–	–	0.11%	132
2019 Q1	$147K	Hold	386	–	–	0.11%	124
2018 Q4	$124K	Sell	386 -128	-25%	-$44.2K	0.11%	119
2018 Q3	$191K	Hold	514	–	–	0.15%	106
2018 Q2	$172K	Hold	514	–	–	0.15%	103
2018 Q1	$169K	Hold	514	–	–	0.15%	105
2017 Q4	$152K	Buy	+514	New	+$139K	0.15%	109

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Hoffman Wealth Management's BA Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Boeing (BA) in Q3 2020, closing a stake of 366 shares — an estimated $67K sold.

Taylor Hoffman Wealth Management first reported a position in BA in Q4 2017 and held it in 10 quarters. The position peaked at $191K in Q3 2018. 1,737 funds tracked by Wall St. Rank hold BA as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Boeing position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 366 Boeing shares in Q3 2020, an estimated $67K.
Taylor Hoffman Wealth Management first reported a position in Boeing in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Boeing position peaked at $191K in Q3 2018.
1,737 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.