Wealthgate Family Office’s Boeing BA Stock Holding History

Wealthgate Family Office’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	-3,175	Closed	-$809K	–	19
2021 Q1	$809K	Hold	3,175	–	–	1.1%	14
2020 Q4	$680K	Buy	+3,175	New	+$610K	1.02%	14

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

Wealthgate Family Office's BA Position: Q2 2021 in Review

Wealthgate Family Office sold out of Boeing (BA) in Q2 2021, closing a stake of 3,175 shares — an estimated $809K sold.

Wealthgate Family Office first reported a position in BA in Q4 2020 and held it in 2 quarters. The position peaked at $809K in Q1 2021. 2,115 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Wealthgate Family Office reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Wealthgate Family Office sold 3,175 Boeing shares in Q2 2021, an estimated $809K.
Wealthgate Family Office first reported a position in Boeing in Q4 2020 and held it in 2 quarters.
Wealthgate Family Office's Boeing position peaked at $809K in Q1 2021.
2,115 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.