VFM
BA icon

Vivid Financial Management’s Boeing BA Stock Holding History

Vivid Financial 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
Q4 		$623K Sell
3,093
-585
-16% -$124K 0.23% 51
2021
Q3 		$809K Sell
3,678
-237
-6% -$52.9K 0.33% 46
2021
Q2 		$938K Buy
+3,915
New +$947K 0.39% 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

Vivid Financial Management's BA Position: Q4 2021 in Review

Vivid Financial Management reduced its Boeing (BA) stake by 16% in Q4 2021, selling an estimated $124K and leaving 3,093 shares worth $623K. The position accounts for 0.23% of the portfolio, ranked #51.

Vivid Financial Management first reported a position in BA in Q2 2021 and has held it in 3 quarters since. The position peaked at $938K in Q2 2021. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

  • Vivid Financial Management held 3,093 shares of Boeing worth $623K as of Q4 2021.
  • Vivid Financial Management sold 585 Boeing shares in Q4 2021, an estimated $124K.
  • Boeing made up 0.23% of Vivid Financial Management's portfolio in Q4 2021, its #51 holding.
  • Vivid Financial Management first reported a position in Boeing in Q2 2021 and has held it in 3 quarters since.
  • Vivid Financial Management's Boeing position peaked at $938K in Q2 2021.
  • 2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.