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Wealth Architects’s Boeing BA Stock Holding History

Wealth Architects’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
2019
Q4 		– Sell
-786
Closed -$299K – 140
2019
Q3 		$299K Sell
786
-1
-0.1% -$357 0.09% 95
2019
Q2 		$286K Buy
787
+61
+8% +$22.2K 0.09% 99
2019
Q1 		$277K Buy
726
+29
+4% +$11.2K 0.09% 99
2018
Q4 		$225K Sell
697
-428
-38% -$148K 0.08% 106
2018
Q3 		$418K Buy
1,125
+60
+6% +$21.1K 0.13% 71
2018
Q2 		$357K Buy
1,065
+29
+3% +$9.97K 0.12% 74
2018
Q1 		$340K Sell
1,036
-2
-0.2% -$676 0.11% 75
2017
Q4 		$306K Sell
1,038
-640
-38% -$173K 0.1% 94
2017
Q3 		$427K Sell
1,678
-4
-0.2% -$932 0.15% 69
2017
Q2 		$332K Sell
1,682
-9
-0.5% -$1.68K 0.12% 84
2017
Q1 		$299K Sell
1,691
-113
-6% -$19.2K 0.12% 86
2016
Q4 		$281K Hold
1,804
– – 0.13% 88
2016
Q3 		$327K Hold
1,804
– – 0.15% 79
2016
Q2 		$234K Sell
1,804
-2
-0.1% -$261 0.11% 97
2016
Q1 		$229K Sell
1,806
-782
-30% -$97K 0.11% 100
2015
Q4 		$374K Sell
2,588
-130
-5% -$18.7K 0.18% 75
2015
Q3 		$356K Sell
2,718
-702
-21% -$97.4K 0.19% 75
2015
Q2 		$474K Buy
3,420
+700
+26% +$102K 0.25% 59
2015
Q1 		$408K Buy
2,720
+66
+2% +$9.61K 0.23% 59
2014
Q4 		$345K Buy
+2,654
New +$337K 0.2% 66

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Architects's BA Position: Q4 2019 in Review

Wealth Architects sold out of Boeing (BA) in Q4 2019, closing a stake of 786 shares — an estimated $299K sold.

Wealth Architects first reported a position in BA in Q4 2014 and held it in 20 quarters. The position peaked at $474K in Q2 2015. 2,178 funds tracked by Wall St. Rank hold BA as of Q4 2019.

  • Wealth Architects reported no remaining Boeing position as of Q4 2019 after selling out during the quarter.
  • Wealth Architects sold 786 Boeing shares in Q4 2019, an estimated $299K.
  • Wealth Architects first reported a position in Boeing in Q4 2014 and held it in 20 quarters.
  • Wealth Architects's Boeing position peaked at $474K in Q2 2015.
  • 2,178 funds tracked by Wall St. Rank held Boeing as of Q4 2019.

Based on Wealth Architects's 13F filing for Q4 2019, filed 28 Jan 2020.