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TrinityPoint Wealth’s Boeing BA Stock Holding History

TrinityPoint Wealth’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
Q1 		– Sell
-2,334
Closed -$760K – 194
2019
Q4 		$760K Hold
2,334
– – 0.26% 102
2019
Q3 		$820K Sell
2,334
-119
-5% -$42.5K 0.29% 97
2019
Q2 		$887K Hold
2,453
– – 0.43% 62
2019
Q1 		$936K Sell
2,453
-276
-10% -$106K 0.46% 61
2018
Q4 		$880K Buy
+2,729
New +$943K 0.54% 53

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TrinityPoint Wealth's BA Position: Q1 2020 in Review

TrinityPoint Wealth sold out of Boeing (BA) in Q1 2020, closing a stake of 2,334 shares — an estimated $760K sold.

TrinityPoint Wealth first reported a position in BA in Q4 2018 and held it in 5 quarters. The position peaked at $936K in Q1 2019. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • TrinityPoint Wealth reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,334 Boeing shares in Q1 2020, an estimated $760K.
  • TrinityPoint Wealth first reported a position in Boeing in Q4 2018 and held it in 5 quarters.
  • TrinityPoint Wealth's Boeing position peaked at $936K in Q1 2019.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on TrinityPoint Wealth's 13F filing for Q1 2020, filed 5 May 2020.