Tower View Wealth Management’s Boeing BA Stock Holding History

Tower View 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	–	Sell	-2	Closed	–	–	166
2022 Q1	$0	Hold	2	–	–	﹤0.01%	182
2021 Q4	$0	Hold	2	–	–	﹤0.01%	189
2021 Q3	$0	Hold	2	–	–	﹤0.01%	222
2021 Q2	$0	Hold	2	–	–	﹤0.01%	171
2021 Q1	$1K	Buy	+2	New	+$445	﹤0.01%	180
2020 Q1	–	Sell	-6,869	Closed	-$2.24M	–	115
2019 Q4	$2.24M	Buy	6,869 +60	+0.9%	+$21.2K	1.7%	26
2019 Q3	$2.59M	Buy	6,809 +115	+2%	+$41.1K	2.14%	21
2019 Q2	$2.44M	Buy	6,694 +129	+2%	+$47K	2.08%	21
2019 Q1	$2.5M	Buy	6,565 +134	+2%	+$51.6K	2.22%	20
2018 Q4	$2.07M	Buy	6,431 +3,143	+96%	+$1.09M	2.14%	21
2018 Q3	$1.22M	Buy	3,288 +83	+3%	+$29.2K	1.07%	48
2018 Q2	$1.07M	Buy	3,205 +2,556	+394%	+$879K	1.01%	48
2018 Q1	$213K	Buy	649 +214	+49%	+$72.3K	0.21%	62
2017 Q4	$128K	Buy	+435	New	+$118K	0.12%	72

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

Tower View Wealth Management's BA Position: Q2 2022 in Review

Tower View Wealth Management sold out of Boeing (BA) in Q2 2022, closing a stake of 2 shares.

Tower View Wealth Management first reported a position in BA in Q4 2017 and held it in 14 quarters. The position peaked at $2.59M in Q3 2019. 1,901 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Tower View Wealth Management reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Tower View Wealth Management sold 2 Boeing shares in Q2 2022.
Tower View Wealth Management first reported a position in Boeing in Q4 2017 and held it in 14 quarters.
Tower View Wealth Management's Boeing position peaked at $2.59M in Q3 2019.
1,901 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Tower View Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.