Walled Lake Planning & Wealth Management’s Boeing BA Stock Holding History

Walled Lake Planning & Wealth 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	–	Sell	-670	Closed	-$147K	–	124
2021 Q3	$147K	Hold	670	–	–	0.09%	92
2021 Q2	$161K	Hold	670	–	–	0.1%	85
2021 Q1	$171K	Buy	670 +470	+235%	+$104K	0.12%	79
2020 Q4	$43K	Hold	200	–	–	0.03%	142
2020 Q3	$33K	Hold	200	–	–	0.03%	149
2020 Q2	$37K	Sell	200 -583	-74%	-$89.6K	0.03%	124
2020 Q1	$117K	Buy	783 +49	+7%	+$13.4K	0.11%	77
2019 Q4	$239K	Buy	+734	New	+$260K	0.17%	57

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

Walled Lake Planning & Wealth Management's BA Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Boeing (BA) in Q4 2021, closing a stake of 670 shares — an estimated $147K sold.

Walled Lake Planning & Wealth Management first reported a position in BA in Q4 2019 and held it in 8 quarters. The position peaked at $239K in Q4 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 670 Boeing shares in Q4 2021, an estimated $147K.
Walled Lake Planning & Wealth Management first reported a position in Boeing in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Boeing position peaked at $239K in Q4 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.