Vishria Bird Financial Group’s Boeing BA Stock Holding History

Vishria Bird Financial Group’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	-991	Closed	-$218K	–	66
2021 Q3	$218K	Buy	991 +56	+6%	+$12.5K	0.11%	60
2021 Q2	$224K	Hold	935	–	–	0.11%	56
2021 Q1	$238K	Hold	935	–	–	0.13%	50
2020 Q4	$200K	Buy	+935	New	+$180K	0.11%	48
2020 Q1	–	Sell	-837	Closed	-$273K	–	41
2019 Q4	$273K	Buy	+837	New	+$296K	0.26%	34
2019 Q3	–	Sell	-835	Closed	-$304K	–	53
2019 Q2	$304K	Hold	835	–	–	0.3%	35
2019 Q1	$318K	Hold	835	–	–	0.32%	34
2018 Q4	$269K	Hold	835	–	–	0.3%	38
2018 Q3	$311K	Hold	835	–	–	0.27%	33
2018 Q2	$280K	Buy	+835	New	+$287K	0.26%	34

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

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

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

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

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

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

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

Vishria Bird Financial Group's BA Position: Q4 2021 in Review

Vishria Bird Financial Group sold out of Boeing (BA) in Q4 2021, closing a stake of 991 shares — an estimated $218K sold.

Vishria Bird Financial Group first reported a position in BA in Q2 2018 and held it in 10 quarters. The position peaked at $318K in Q1 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Vishria Bird Financial Group reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 991 Boeing shares in Q4 2021, an estimated $218K.
Vishria Bird Financial Group first reported a position in Boeing in Q2 2018 and held it in 10 quarters.
Vishria Bird Financial Group's Boeing position peaked at $318K in Q1 2019.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Vishria Bird Financial Group's 13F filing for Q4 2021, filed 27 Jan 2022.