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Wealthstreet Investment Advisors’s Boeing BA Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$77K Hold
400
– – 2.07% 14
2021
Q4 		$81K Hold
400
– – 2% 14
2021
Q3 		$88K Sell
400
-945
-70% -$211K 2.43% 16
2021
Q2 		$322K Sell
1,345
-37,824
-97% -$9.14M 1.67% 20
2021
Q1 		$9.98M Buy
39,169
+6,506
+20% +$1.45M 0.97% 25
2020
Q4 		$6.99M Sell
32,663
-152
-0.5% -$29.2K 0.71% 35
2020
Q3 		$5.42M Sell
32,815
-208
-0.6% -$35.4K 0.61% 41
2020
Q2 		$6.05M Sell
33,023
-6,952
-17% -$1.07M 0.74% 36
2020
Q1 		$5.96M Buy
39,975
+659
+2% +$180K 0.88% 31
2019
Q4 		$12.8M Buy
39,316
+1,468
+4% +$520K 1.49% 15
2019
Q3 		$13.2M Buy
37,848
+28
+0.1% +$10K 1.69% 11
2019
Q2 		$13.8M Buy
37,820
+1,070
+3% +$390K 1.78% 9
2019
Q1 		$14M Buy
36,750
+409
+1% +$157K 1.85% 8
2018
Q4 		$13.2M Buy
36,341
+1,294
+4% +$447K 1.85% 9
2018
Q3 		$13M Sell
35,047
-623
-2% -$219K 1.61% 11
2018
Q2 		$12M Sell
35,670
-312
-0.9% -$107K 1.58% 10
2018
Q1 		$11.8M Sell
35,982
-83
-0.2% -$28K 1.48% 12
2017
Q4 		$10.6M Buy
+36,065
New +$9.76M 1.29% 16

Other funds holding BA

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's BA Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Boeing (BA) position steady in Q1 2022 at 400 shares worth $77K. The position accounts for 2.07% of the portfolio, ranked #14.

Wealthstreet Investment Advisors first reported a position in BA in Q4 2017 and has held it in 18 quarters since. The position peaked at $14M in Q1 2019. 2,148 funds tracked by Wall St. Rank hold BA as of Q1 2022.

  • Wealthstreet Investment Advisors held 400 shares of Boeing worth $77K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Boeing share count unchanged in Q1 2022.
  • Boeing made up 2.07% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #14 holding.
  • Wealthstreet Investment Advisors first reported a position in Boeing in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Boeing position peaked at $14M in Q1 2019.
  • 2,148 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.