TI
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Truepoint Inc’s Boeing BA Stock Holding History

Truepoint Inc’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
-1,235
Closed -$402K – 52
2019
Q4 		$402K Hold
1,235
– – 0.03% 78
2019
Q3 		$470K Sell
1,235
-21
-2% -$7.51K 0.04% 64
2019
Q2 		$457K Buy
1,256
+102
+9% +$37.2K 0.04% 74
2019
Q1 		$440K Sell
1,154
-162
-12% -$62.4K 0.04% 68
2018
Q4 		$425K Sell
1,316
-226
-15% -$78.1K 0.04% 66
2018
Q3 		$574K Buy
1,542
+71
+5% +$24.9K 0.05% 56
2018
Q2 		$494K Buy
1,471
+989
+205% +$340K 0.04% 63
2018
Q1 		$1.47K Sell
482
-794
-62% -$268K 0.01% 95
2017
Q4 		$376K Hold
1,276
– – 0.04% 60
2017
Q3 		$324K Sell
1,276
-158
-11% -$36.8K 0.03% 73
2017
Q2 		$341K Buy
1,434
+158
+12% +$29.4K 0.03% 70
2017
Q1 		$226K Hold
1,276
– – 0.02% 88
2016
Q4 		$209K Buy
+1,276
New +$186K 0.02% 86
2016
Q1 		– Sell
-1,780
Closed -$257K – 80
2015
Q4 		$257K Buy
+1,780
New +$256K 0.04% 61

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

Truepoint Inc's BA Position: Q1 2020 in Review

Truepoint Inc sold out of Boeing (BA) in Q1 2020, closing a stake of 1,235 shares — an estimated $402K sold.

Truepoint Inc first reported a position in BA in Q4 2015 and held it in 14 quarters. The position peaked at $574K in Q3 2018. 1,758 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Truepoint Inc reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Truepoint Inc sold 1,235 Boeing shares in Q1 2020, an estimated $402K.
  • Truepoint Inc first reported a position in Boeing in Q4 2015 and held it in 14 quarters.
  • Truepoint Inc's Boeing position peaked at $574K in Q3 2018.
  • 1,758 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.