Wealth Advisors’s Boeing BA Stock Holding History

Wealth Advisors’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	-800	Closed	-$8K	–	73
2021 Q3	$8K	Sell	800 -7,700	-91%	-$1.72M	﹤0.01%	90
2021 Q2	$103K	Buy	8,500 +5,000	+143%	+$1.21M	0.04%	84
2021 Q1	$125K	Buy	+3,500	New	+$778K	0.05%	77

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

Wealth Advisors's BA Position: Q4 2021 in Review

Wealth Advisors sold out of Boeing (BA) in Q4 2021, closing a stake of 859 shares — an estimated $192K sold.

Wealth Advisors first reported a position in BA in Q4 2019 and held it in 4 quarters. The position peaked at $429K in Q4 2019. 2,182 funds tracked by Wall St. Rank hold BA as of Q4 2021.

Wealth Advisors reported no remaining Boeing position as of Q4 2021 after selling out during the quarter.
Wealth Advisors sold 859 Boeing shares in Q4 2021, an estimated $192K.
Wealth Advisors first reported a position in Boeing in Q4 2019 and held it in 4 quarters.
Wealth Advisors's Boeing position peaked at $429K in Q4 2019.
2,182 funds tracked by Wall St. Rank held Boeing as of Q4 2021.

Based on Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.