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 $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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return