Wagner Wealth Management (South Carolina)’s Boeing BA Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-305	Closed	-$37K	–	269
2022 Q3	$37K	Buy	305 +147	+93%	+$22.5K	0.03%	235
2022 Q2	$22K	Buy	+158	New	+$23.3K	0.02%	312
2022 Q1	–	Sell	-151	Closed	-$30K	–	239
2021 Q4	$30K	Sell	151 -227	-60%	-$48K	0.02%	324
2021 Q3	$78K	Sell	378 -102	-21%	-$22.7K	0.06%	191
2021 Q2	$115K	Hold	480	–	–	0.08%	166
2021 Q1	$122K	Buy	+480	New	+$107K	0.1%	150
2018 Q3	$17K	Sell	45 -32	-42%	-$11.2K	0.01%	360
2018 Q2	$26K	Sell	77 -15	-16%	-$5.16K	0.02%	291
2018 Q1	$30K	Sell	92 -14	-13%	-$4.73K	0.02%	258
2017 Q4	$35K	Buy	+106	New	+$28.7K	0.03%	242

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Boeing (BA) in Q4 2022, closing a stake of 305 shares — an estimated $37K sold.

Wagner Wealth Management (South Carolina) first reported a position in BA in Q4 2017 and held it in 10 quarters. The position peaked at $122K in Q1 2021. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 305 Boeing shares in Q4 2022, an estimated $37K.
Wagner Wealth Management (South Carolina) first reported a position in Boeing in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Boeing position peaked at $122K in Q1 2021.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.