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WealthTrust-Arizona’s Boeing BA Stock Holding History

WealthTrust-Arizona’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
2017
Q4 		– Sell
-600
Closed -$9K – 649
2017
Q3 		$9K Buy
600
+200
+50% +$46.6K ﹤0.01% 408
2017
Q2 		$4K Buy
+400
New +$74.5K ﹤0.01% 499

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WealthTrust-Arizona's BA Position: Q4 2018 in Review

WealthTrust-Arizona held its Boeing (BA) position steady in Q4 2018 at 683 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #57.

WealthTrust-Arizona first reported a position in BA in Q2 2013 and has held it in 23 quarters since. The position peaked at $254K in Q3 2018. 2,059 funds tracked by Wall St. Rank hold BA as of Q4 2018.

  • WealthTrust-Arizona held 683 shares of Boeing worth $220K as of Q4 2018.
  • WealthTrust-Arizona left its Boeing share count unchanged in Q4 2018.
  • Boeing made up 0.13% of WealthTrust-Arizona's portfolio in Q4 2018, its #57 holding.
  • WealthTrust-Arizona first reported a position in Boeing in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's Boeing position peaked at $254K in Q3 2018.
  • 2,059 funds tracked by Wall St. Rank held Boeing as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.