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Wealth Advisory Solutions’s Boeing BA Stock Holding History

Wealth Advisory Solutions’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
Q3 		$207K Sell
940
-38
-4% -$8.47K 0.05% 173
2021
Q2 		$234K Buy
+978
New +$236K 0.06% 151

Other funds holding BA

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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisory Solutions's BA Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its Boeing (BA) stake by 3.9% in Q3 2021, selling an estimated $8.47K and leaving 940 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #173.

Wealth Advisory Solutions first reported a position in BA in Q2 2021 and has held it in 2 quarters since. The position peaked at $234K in Q2 2021. 2,052 funds tracked by Wall St. Rank hold BA as of Q3 2021.

  • Wealth Advisory Solutions held 940 shares of Boeing worth $207K as of Q3 2021.
  • Wealth Advisory Solutions sold 38 Boeing shares in Q3 2021, an estimated $8.47K.
  • Boeing made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2021, its #173 holding.
  • Wealth Advisory Solutions first reported a position in Boeing in Q2 2021 and has held it in 2 quarters since.
  • Wealth Advisory Solutions's Boeing position peaked at $234K in Q2 2021.
  • 2,052 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.