Titus Wealth Management’s Boeing BA Stock Holding History

Titus 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
2022 Q2	$357K	Sell	2,608 -82	-3%	-$12.1K	0.18%	91
2022 Q1	$515K	Sell	2,690 -166	-6%	-$33.3K	0.23%	73
2021 Q4	$575K	Sell	2,856 -249	-8%	-$52.6K	0.26%	68
2021 Q3	$680K	Sell	3,105 -83	-3%	-$18.5K	0.36%	47
2021 Q2	$764K	Sell	3,188 -20	-0.6%	-$4.83K	0.41%	40
2021 Q1	$817K	Buy	3,208 +835	+35%	+$186K	0.48%	35
2020 Q4	$508K	Buy	2,373 +55	+2%	+$10.6K	0.31%	60
2020 Q3	$383K	Buy	2,318 +110	+5%	+$18.7K	0.27%	68
2020 Q2	$405K	Sell	2,208 -1,763	-44%	-$271K	0.32%	61
2020 Q1	$592K	Buy	3,971 +2,715	+216%	+$743K	0.56%	40
2019 Q4	$409K	Buy	1,256 +309	+33%	+$109K	0.41%	55
2019 Q3	$361K	Buy	947 +20	+2%	+$7.15K	0.33%	58
2019 Q2	$337K	Sell	927 -75	-7%	-$27.3K	0.33%	59
2019 Q1	$382	Buy	1,002 +135	+16%	+$52K	0.34%	60
2018 Q4	$279	Sell	867 -184	-18%	-$63.6K	0.24%	72
2018 Q3	$391K	Buy	1,051 +49	+5%	+$17.2K	0.34%	56
2018 Q2	$336K	Buy	1,002 +10	+1%	+$3.44K	0.36%	53
2018 Q1	$326K	Buy	+992	New	+$335K	0.31%	51

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Titus Wealth Management's BA Position: Q2 2022 in Review

Titus Wealth Management reduced its Boeing (BA) stake by 3% in Q2 2022, selling an estimated $12.1K and leaving 2,608 shares worth $357K. The position accounts for 0.18% of the portfolio, ranked #91.

Titus Wealth Management first reported a position in BA in Q1 2018 and has held it in 18 quarters since. The position peaked at $817K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Titus Wealth Management held 2,608 shares of Boeing worth $357K as of Q2 2022.
Titus Wealth Management sold 82 Boeing shares in Q2 2022, an estimated $12.1K.
Boeing made up 0.18% of Titus Wealth Management's portfolio in Q2 2022, its #91 holding.
Titus Wealth Management first reported a position in Boeing in Q1 2018 and has held it in 18 quarters since.
Titus Wealth Management's Boeing position peaked at $817K in Q1 2021.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.