Torch Wealth Management’s Boeing BA Stock Holding History

Torch 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
2019 Q4	$328K	Buy	1,007 +1	+0.1%	+$354	0.18%	87
2019 Q3	$383K	Buy	1,006 +2	+0.2%	+$715	0.23%	78
2019 Q2	$366K	Buy	1,004 +2	+0.2%	+$729	0.22%	80
2019 Q1	$383K	Hold	1,002	–	–	0.24%	78
2018 Q4	$323K	Buy	1,002 +2	+0.2%	+$691	0.23%	78
2018 Q3	$372K	Buy	1,000 +101	+11%	+$35.5K	0.22%	82
2018 Q2	$302K	Buy	899 +1	+0.1%	+$344	0.19%	86
2018 Q1	$294K	Buy	898 +2	+0.2%	+$676	0.19%	88
2017 Q4	$264K	Buy	+896	New	+$243K	0.16%	96
2014 Q3	–	Sell	-724	Closed	-$92K	–	113
2014 Q2	$92K	Buy	724 +1	+0.1%	+$131	0.06%	126
2014 Q1	$91K	Buy	723 +1	+0.1%	+$130	0.07%	118
2013 Q4	$99K	Buy	+722	New	+$93.9K	0.08%	110

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Torch Wealth Management's BA Position: Q4 2019 in Review

Torch Wealth Management increased its Boeing (BA) stake by 0.1% in Q4 2019, buying an estimated $354 and bringing the position to 1,007 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #87.

Torch Wealth Management first reported a position in BA in Q4 2013 and has held it in 12 quarters since. The position peaked at $383K in Q3 2019. 2,178 funds tracked by Wall St. Rank hold BA as of Q4 2019.

Torch Wealth Management held 1,007 shares of Boeing worth $328K as of Q4 2019.
Torch Wealth Management bought 1 Boeing share in Q4 2019, an estimated $354.
Boeing made up 0.18% of Torch Wealth Management's portfolio in Q4 2019, its #87 holding.
Torch Wealth Management first reported a position in Boeing in Q4 2013 and has held it in 12 quarters since.
Torch Wealth Management's Boeing position peaked at $383K in Q3 2019.
2,178 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.