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Wealthfront’s Boeing BA Stock Holding History

Wealthfront’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
2018
Q3 		$9.77M Sell
26,274
-325
-1% -$114K 0.09% 38
2018
Q2 		$8.92M Sell
26,599
-1,048
-4% -$360K 0.09% 36
2018
Q1 		$9.06M Buy
27,647
+2,058
+8% +$695K 0.09% 38
2017
Q4 		$7.55M Buy
25,589
+3,200
+14% +$866K 0.08% 40
2017
Q3 		$5.69M Buy
22,389
+2,805
+14% +$654K 0.07% 44
2017
Q2 		$3.87M Buy
19,584
+5,282
+37% +$983K 0.06% 57
2017
Q1 		$2.53M Buy
14,302
+3,573
+33% +$609K 0.04% 69
2016
Q4 		$1.67M Buy
10,729
+4,244
+65% +$620K 0.04% 84
2016
Q3 		$854K Buy
6,485
+1,264
+24% +$167K 0.02% 118
2016
Q2 		$678K Buy
5,221
+1,003
+24% +$131K 0.02% 133
2016
Q1 		$535K Sell
4,218
-7,139
-63% -$886K 0.02% 146
2015
Q4 		$1.64M Buy
11,357
+3,725
+49% +$536K 0.06% 60
2015
Q3 		$999K Buy
7,632
+4,033
+112% +$559K 0.04% 76
2015
Q2 		$499K Buy
3,599
+739
+26% +$108K 0.02% 106
2015
Q1 		$429K Buy
2,860
+1,480
+107% +$215K 0.02% 96
2014
Q4 		$179K Sell
1,380
-344
-20% -$43.6K 0.01% 241
2014
Q3 		$220K Sell
1,724
-370
-18% -$46.6K 0.02% 139
2014
Q2 		$269K Buy
2,094
+1,390
+197% +$181K 0.02% 77
2014
Q1 		$90K Buy
+704
New +$91.7K 0.01% 141

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthfront's BA Position: Q3 2018 in Review

Wealthfront reduced its Boeing (BA) stake by 1.2% in Q3 2018, selling an estimated $114K and leaving 26,274 shares worth $9.77M. The position accounts for 0.09% of the portfolio, ranked #38.

Wealthfront first reported a position in BA in Q1 2014 and has held it in 19 quarters since. 1,930 funds tracked by Wall St. Rank hold BA as of Q3 2018.

  • Wealthfront held 26,274 shares of Boeing worth $9.77M as of Q3 2018.
  • Wealthfront sold 325 Boeing shares in Q3 2018, an estimated $114K.
  • Boeing made up 0.09% of Wealthfront's portfolio in Q3 2018, its #38 holding.
  • Wealthfront first reported a position in Boeing in Q1 2014 and has held it in 19 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Boeing as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.