Vigilare Wealth Management’s Boeing BA Stock Holding History

Vigilare 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
2023 Q1	–	Sell	-1,682	Closed	-$320K	–	107
2022 Q4	$320K	Sell	1,682 -358	-18%	-$58.6K	0.19%	70
2022 Q3	$247K	Sell	2,040 -464	-19%	-$71.2K	0.32%	81
2022 Q2	$342K	Sell	2,504 -1,844	-42%	-$272K	0.37%	64
2022 Q1	$833K	Sell	4,348 -3,456	-44%	-$694K	0.68%	39
2021 Q4	$1.57M	Buy	7,804 +1,311	+20%	+$277K	0.93%	27
2021 Q3	$1.43M	Sell	6,493 -542	-8%	-$121K	0.88%	28
2021 Q2	$1.69M	Buy	7,035 +2,276	+48%	+$550K	1.02%	23
2021 Q1	$1.21M	Buy	4,759 +3,657	+332%	+$813K	0.86%	31
2020 Q4	$236K	Buy	+1,102	New	+$212K	0.22%	110
2020 Q1	–	Sell	-983	Closed	-$311K	–	118
2019 Q4	$311K	Buy	+983	New	+$348K	0.21%	104

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Vigilare Wealth Management's BA Position: Q1 2023 in Review

Vigilare Wealth Management sold out of Boeing (BA) in Q1 2023, closing a stake of 1,682 shares — an estimated $320K sold.

Vigilare Wealth Management first reported a position in BA in Q4 2019 and held it in 10 quarters. The position peaked at $1.69M in Q2 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Vigilare Wealth Management reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Vigilare Wealth Management sold 1,682 Boeing shares in Q1 2023, an estimated $320K.
Vigilare Wealth Management first reported a position in Boeing in Q4 2019 and held it in 10 quarters.
Vigilare Wealth Management's Boeing position peaked at $1.69M in Q2 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Vigilare Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.