WEPOG
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Wealth Enhancement & Preservation of GA’s Boeing BA Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q1 		– Sell
-4,236
Closed -$1.38M – 42
2019
Q4 		$1.38M Buy
+4,236
New +$1.5M 0.7% 32

Other funds holding BA

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's BA Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Boeing (BA) in Q1 2020, closing a stake of 4,236 shares — an estimated $1.38M sold.

Wealth Enhancement & Preservation of GA first reported a position in BA in Q4 2019 and held it in 1 quarter. The position peaked at $1.38M in Q4 2019. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 4,236 Boeing shares in Q1 2020, an estimated $1.38M.
  • Wealth Enhancement & Preservation of GA first reported a position in Boeing in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Boeing position peaked at $1.38M in Q4 2019.
  • 1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.