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Verde Capital Management’s Boeing BA Stock Holding History

Verde Capital 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
2021
Q1 		– Sell
-10,340
Closed -$2.21M – 39
2020
Q4 		$2.21M Buy
10,340
+2,000
+24% +$384K 1.1% 14
2020
Q3 		$1.38M Buy
8,340
+1,299
+18% +$221K 0.78% 20
2020
Q2 		$1.29M Buy
7,041
+2,337
+50% +$359K 0.85% 17
2020
Q1 		$701K Buy
4,704
+1,617
+52% +$443K 0.5% 23
2019
Q4 		$1M Buy
+3,087
New +$1.09M 0.59% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verde Capital Management's BA Position: Q1 2021 in Review

Verde Capital Management sold out of Boeing (BA) in Q1 2021, closing a stake of 10,340 shares — an estimated $2.21M sold.

Verde Capital Management first reported a position in BA in Q4 2019 and held it in 5 quarters. The position peaked at $2.21M in Q4 2020. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

  • Verde Capital Management reported no remaining Boeing position as of Q1 2021 after selling out during the quarter.
  • Verde Capital Management sold 10,340 Boeing shares in Q1 2021, an estimated $2.21M.
  • Verde Capital Management first reported a position in Boeing in Q4 2019 and held it in 5 quarters.
  • Verde Capital Management's Boeing position peaked at $2.21M in Q4 2020.
  • 2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on Verde Capital Management's 13F filing for Q1 2021, filed 14 Apr 2021.