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Viridian RIA’s Boeing BA Stock Holding History

Viridian RIA’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 		– Sell
-895
Closed -$440 – 91
2021
Q3 		$440 Buy
895
+16
+2% +$3.57K 0.1% 10
2021
Q2 		$211K Sell
879
-50
-5% -$12.1K 0.05% 79
2021
Q1 		$237K Buy
+929
New +$206K 0.06% 75
2019
Q4 		– Sell
-750
Closed -$285K – 60
2019
Q3 		$285K Sell
750
-58
-7% -$20.7K 0.12% 51
2019
Q2 		$267K Sell
808
-227
-22% -$82.8K 0.11% 52
2019
Q1 		$403K Sell
1,035
-18
-2% -$6.93K 0.18% 43
2018
Q4 		$343K Sell
1,053
-67
-6% -$23.1K 0.17% 49
2018
Q3 		$410K Buy
1,120
+172
+18% +$60.4K 0.18% 47
2018
Q2 		$328K Sell
948
-278
-23% -$95.6K 0.16% 38
2018
Q1 		$416K Buy
+1,226
New +$414K 0.2% 38

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

Viridian RIA's BA Position: Q4 2021 in Review

Viridian RIA sold out of Boeing (BA) in Q4 2021, closing a stake of 895 shares — an estimated $440 sold.

Viridian RIA first reported a position in BA in Q1 2018 and held it in 10 quarters. The position peaked at $416K in Q1 2018. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Viridian RIA reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
  • Viridian RIA sold 895 Boeing shares in Q4 2021, an estimated $440.
  • Viridian RIA first reported a position in Boeing in Q1 2018 and held it in 10 quarters.
  • Viridian RIA's Boeing position peaked at $416K in Q1 2018.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Viridian RIA's 13F filing for Q4 2021, filed 14 Jan 2022.