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Wealthspire Advisors (Maryland)’s Boeing BA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.27M Buy
7,677
+1,087
+16% +$185K 0.04% 168
2020
Q2 		$1.21M Buy
6,590
+1,033
+19% +$159K 0.09% 139
2020
Q1 		$829K Sell
5,557
-389
-7% -$106K 0.07% 161
2019
Q4 		$1.94M Hold
5,946
– – 0.13% 101
2019
Q3 		$2.26M Sell
5,946
-922
-13% -$330K 0.17% 87
2019
Q2 		$2.5M Buy
6,868
+22
+0.3% +$8.02K 0.19% 81
2019
Q1 		$2.61M Sell
6,846
-312
-4% -$120K 0.2% 76
2018
Q4 		$2.31M Sell
7,158
-887
-11% -$306K 0.21% 71
2018
Q3 		$2.99M Buy
8,045
+1,134
+16% +$398K 0.25% 63
2018
Q2 		$2.32M Buy
6,911
+400
+6% +$138K 0.21% 68
2018
Q1 		$2.13M Sell
6,511
-310
-5% -$105K 0.2% 73
2017
Q4 		$2.01M Buy
6,821
+146
+2% +$39.5K 0.2% 82
2017
Q3 		$1.7M Buy
6,675
+76
+1% +$17.7K 0.18% 84
2017
Q2 		$1.3M Sell
6,599
-396
-6% -$73.7K 0.15% 101
2017
Q1 		$1.24M Buy
6,995
+236
+3% +$40.2K 0.18% 89
2016
Q4 		$1.05M Sell
6,759
-604
-8% -$88.2K 0.16% 99
2016
Q3 		$970K Buy
7,363
+651
+10% +$85.8K 0.15% 101
2016
Q2 		$872K Buy
6,712
+129
+2% +$16.8K 0.15% 103
2016
Q1 		$836K Sell
6,583
-1,773
-21% -$220K 0.15% 104
2015
Q4 		$1.21M Buy
+8,356
New +$1.2M 0.22% 74

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Boeing (BA) stake by 16% in Q3 2020, buying an estimated $185K and bringing the position to 7,677 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #168.

Wealthspire Advisors (Maryland) first reported a position in BA in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.99M in Q3 2018. 1,738 funds tracked by Wall St. Rank hold BA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,677 shares of Boeing worth $1.27M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,087 Boeing shares in Q3 2020, an estimated $185K.
  • Boeing made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #168 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Boeing in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Boeing position peaked at $2.99M in Q3 2018.
  • 1,738 funds tracked by Wall St. Rank held Boeing as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.