Wealthcare Capital Management’s Boeing BA Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-171	Closed	-$44K	–	134
2021 Q1	$44K	Buy	+171	New	+$38K	﹤0.01%	148
2020 Q2	–	Sell	-22	Closed	-$3K	–	69
2020 Q1	$3K	Sell	22 -18	-45%	-$4.93K	﹤0.01%	196
2019 Q4	$13K	Buy	+40	New	+$14.2K	﹤0.01%	166
2015 Q2	–	Sell	-75	Closed	-$11K	–	420
2015 Q1	$11K	Buy	+75	New	+$10.9K	﹤0.01%	478
2014 Q4	–	Sell	-81	Closed	-$10K	–	202
2014 Q3	$10K	Buy	+81	New	+$10.2K	﹤0.01%	143

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

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

Wealthcare Capital Management's BA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Boeing (BA) in Q2 2021, closing a stake of 171 shares — an estimated $44K sold.

Wealthcare Capital Management first reported a position in BA in Q3 2014 and held it in 5 quarters. The position peaked at $44K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Wealthcare Capital Management reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 171 Boeing shares in Q2 2021, an estimated $44K.
Wealthcare Capital Management first reported a position in Boeing in Q3 2014 and held it in 5 quarters.
Wealthcare Capital Management's Boeing position peaked at $44K in Q1 2021.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.