WealthStone’s Boeing BA Stock Holding History

WealthStone’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 Q1	$786K	Buy	3,087 +185	+6%	+$41.1K	0.27%	59
2020 Q4	$621K	Buy	2,902 +347	+14%	+$66.7K	0.22%	67
2020 Q3	$422K	Buy	2,555 +1,117	+78%	+$190K	0.19%	74
2020 Q2	$264K	Buy	+1,438	New	+$221K	0.13%	128
2019 Q3	–	Sell	-199	Closed	-$72.4K	–	102
2019 Q2	$72.4K	Buy	+199	New	+$72.6K	0.03%	165

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthStone's BA Position: Q1 2021 in Review

WealthStone increased its Boeing (BA) stake by 6.4% in Q1 2021, buying an estimated $41.1K and bringing the position to 3,087 shares worth $786K. The position accounts for 0.27% of the portfolio, ranked #59.

WealthStone first reported a position in BA in Q2 2019 and has held it in 5 quarters since. 2,114 funds tracked by Wall St. Rank hold BA as of Q1 2021.

WealthStone held 3,087 shares of Boeing worth $786K as of Q1 2021.
WealthStone bought 185 Boeing shares in Q1 2021, an estimated $41.1K.
Boeing made up 0.27% of WealthStone's portfolio in Q1 2021, its #59 holding.
WealthStone first reported a position in Boeing in Q2 2019 and has held it in 5 quarters since.
2,114 funds tracked by Wall St. Rank held Boeing as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.