Tru Independence Asset Management 2’s Boeing BA Stock Holding History

Tru Independence Asset Management 2’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
2021 Q4	–	Sell	-976	Closed	-$215K	–	133
2021 Q3	$215K	Sell	976 -94	-9%	-$21K	0.15%	93
2021 Q2	$256K	Sell	1,070 -25	-2%	-$6.04K	0.17%	98
2021 Q1	$279K	Buy	1,095 +194	+22%	+$43.1K	0.22%	85
2020 Q4	$193K	Buy	+901	New	+$173K	0.16%	97

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tru Independence Asset Management 2's BA Position: Q4 2021 in Review

Tru Independence Asset Management 2 sold out of Boeing (BA) in Q4 2021, closing a stake of 976 shares — an estimated $215K sold.

Tru Independence Asset Management 2 first reported a position in BA in Q4 2020 and held it in 4 quarters. The position peaked at $279K in Q1 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Tru Independence Asset Management 2 reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 976 Boeing shares in Q4 2021, an estimated $215K.
Tru Independence Asset Management 2 first reported a position in Boeing in Q4 2020 and held it in 4 quarters.
Tru Independence Asset Management 2's Boeing position peaked at $279K in Q1 2021.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q4 2021, filed 20 Jan 2022.