TrueWealth LLC’s Boeing BA Stock Holding History

TrueWealth LLC’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 Q2	$374K	Buy	2,039 +56	+3%	+$8.61K	0.16%	86
2020 Q1	$296K	Sell	1,983 -43	-2%	-$11.8K	0.14%	93
2019 Q4	$660K	Buy	2,026 +1	+0%	+$354	0.27%	58
2019 Q3	$771K	Hold	2,025	–	–	0.33%	46
2019 Q2	$737K	Buy	2,025 +233	+13%	+$85K	0.33%	47
2019 Q1	$683K	Buy	1,792 +17	+1%	+$6.54K	0.32%	48
2018 Q4	$572K	Buy	1,775 +150	+9%	+$51.8K	0.29%	55
2018 Q3	$604K	Buy	1,625 +1	+0.1%	+$351	0.28%	57
2018 Q2	$545K	Buy	1,624 +244	+18%	+$83.9K	0.26%	60
2018 Q1	$453K	Sell	1,380 -471	-25%	-$159K	0.23%	67
2017 Q4	$546K	Buy	+1,851	New	+$501K	0.26%	62

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's BA Position: Q2 2020 in Review

TrueWealth LLC increased its Boeing (BA) stake by 2.8% in Q2 2020, buying an estimated $8.61K and bringing the position to 2,039 shares worth $374K. The position accounts for 0.16% of the portfolio, ranked #86.

TrueWealth LLC first reported a position in BA in Q4 2017 and has held it in 11 quarters since. The position peaked at $771K in Q3 2019. 1,808 funds tracked by Wall St. Rank hold BA as of Q2 2020.

TrueWealth LLC held 2,039 shares of Boeing worth $374K as of Q2 2020.
TrueWealth LLC bought 56 Boeing shares in Q2 2020, an estimated $8.61K.
Boeing made up 0.16% of TrueWealth LLC's portfolio in Q2 2020, its #86 holding.
TrueWealth LLC first reported a position in Boeing in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Boeing position peaked at $771K in Q3 2019.
1,808 funds tracked by Wall St. Rank held Boeing as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.