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Vista Investment Management’s Boeing BA Stock Holding History

Vista Investment 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
2022
Q1 		– Sell
-2,536
Closed -$511K – 167
2021
Q4 		$511K Hold
2,536
– – 0.28% 94
2021
Q3 		$558K Sell
2,536
-31
-1% -$6.91K 0.33% 89
2021
Q2 		$615K Sell
2,567
-19
-0.7% -$4.59K 0.36% 86
2021
Q1 		$659K Hold
2,586
– – 0.41% 82
2020
Q4 		$554K Sell
2,586
-538
-17% -$103K 0.37% 82
2020
Q3 		$516K Hold
3,124
– – 0.39% 79
2020
Q2 		$573K Buy
3,124
+31
+1% +$4.76K 0.49% 70
2020
Q1 		$461K Sell
3,093
-43
-1% -$11.8K 0.47% 70
2019
Q4 		$1.02M Sell
3,136
-4
-0.1% -$1.42K 0.77% 47
2019
Q3 		$1.2M Sell
3,140
-47
-1% -$16.8K 0.99% 34
2019
Q2 		$1.16M Sell
3,187
-673
-17% -$245K 0.98% 33
2019
Q1 		$1.47M Sell
3,860
-125
-3% -$48.1K 1.29% 25
2018
Q4 		$1.28M Sell
3,985
-54
-1% -$18.7K 1.32% 23
2018
Q3 		$1.5M Sell
4,039
-200
-5% -$70.3K 1.33% 20
2018
Q2 		$1.42M Sell
4,239
-65
-2% -$22.4K 1.39% 18
2018
Q1 		$1.41M Sell
4,304
-55
-1% -$18.6K 1.48% 14
2017
Q4 		$1.29M Buy
+4,359
New +$1.18M 1.34% 22

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

Vista Investment Management's BA Position: Q1 2022 in Review

Vista Investment Management sold out of Boeing (BA) in Q1 2022, closing a stake of 2,536 shares — an estimated $511K sold.

Vista Investment Management first reported a position in BA in Q4 2017 and held it in 17 quarters. The position peaked at $1.5M in Q3 2018. 2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

  • Vista Investment Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
  • Vista Investment Management sold 2,536 Boeing shares in Q1 2022, an estimated $511K.
  • Vista Investment Management first reported a position in Boeing in Q4 2017 and held it in 17 quarters.
  • Vista Investment Management's Boeing position peaked at $1.5M in Q3 2018.
  • 2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Vista Investment Management's 13F filing for Q1 2022, filed 13 May 2022.