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Vantis Investment Advisers’s Boeing BA Stock Holding History

Vantis Investment Advisers’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 		$6.56M Buy
+32,600
New +$6.89M 6.8% 4
2019
Q3 		– Sell
-41,600
Closed -$15.1M – 17
2019
Q2 		$15.1M Buy
41,600
+39,800
+2,211% +$14.5M 9.13% 4
2019
Q1 		$687K Buy
+1,800
New +$693K 0.57% 11

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vantis Investment Advisers's BA Position: Q4 2021 in Review

Vantis Investment Advisers opened a new position in Boeing (BA) in Q4 2021: 32,600 shares worth $6.56M. The stake represents 6.8% of the portfolio and ranks #4 among its holdings. This is a return to the name: Vantis Investment Advisers previously reported a position in BA as recently as Q2 2019.

Vantis Investment Advisers first reported a position in BA in Q1 2019 and has held it in 3 quarters since. The position peaked at $15.1M in Q2 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Vantis Investment Advisers held 32,600 shares of Boeing worth $6.56M as of Q4 2021.
  • Boeing was a new Vantis Investment Advisers position in Q4 2021.
  • Boeing made up 6.8% of Vantis Investment Advisers's portfolio in Q4 2021, its #4 holding.
  • Vantis Investment Advisers first reported a position in Boeing in Q1 2019 and has held it in 3 quarters since.
  • Vantis Investment Advisers's Boeing position peaked at $15.1M in Q2 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.