USAdvisors Wealth Management’s Boeing BA Stock Holding History

USAdvisors 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 Q1	–	Sell	-1,065	Closed	-$214K	–	126
2021 Q4	$214K	Buy	+1,065	New	+$225K	0.09%	116
2020 Q1	–	Sell	-1,110	Closed	-$362K	–	70
2019 Q4	$362K	Hold	1,110	–	–	0.19%	62
2019 Q3	$422K	Sell	1,110 -100	-8%	-$35.7K	0.22%	39
2019 Q2	$440	Buy	1,210 +10	+0.8%	+$3.65K	0.19%	33
2019 Q1	$458K	Buy	+1,200	New	+$462K	0.33%	26
2018 Q4	–	Sell	-2,536	Closed	-$943K	–	46
2018 Q3	$943K	Sell	2,536 -35	-1%	-$12.3K	0.68%	18
2018 Q2	$862K	Hold	2,571	–	–	0.65%	19
2018 Q1	$843K	Buy	2,571 +1,226	+91%	+$414K	0.67%	20
2017 Q4	$397K	Buy	+1,345	New	+$364K	0.34%	31

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAdvisors Wealth Management's BA Position: Q1 2022 in Review

USAdvisors Wealth Management sold out of Boeing (BA) in Q1 2022, closing a stake of 1,065 shares — an estimated $214K sold.

USAdvisors Wealth Management first reported a position in BA in Q4 2017 and held it in 9 quarters. The position peaked at $943K in Q3 2018. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

USAdvisors Wealth Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
USAdvisors Wealth Management sold 1,065 Boeing shares in Q1 2022, an estimated $214K.
USAdvisors Wealth Management first reported a position in Boeing in Q4 2017 and held it in 9 quarters.
USAdvisors Wealth Management's Boeing position peaked at $943K in Q3 2018.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on USAdvisors Wealth Management's 13F filing for Q1 2022, filed 8 Jun 2022.