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Wills Financial Group’s Boeing BA Stock Holding History

Wills Financial Group’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
Q1 		– Sell
-7,499
Closed -$2.44M – 51
2019
Q4 		$2.44M Buy
7,499
+1,079
+17% +$382K 1.4% 25
2019
Q3 		$2.44M Sell
6,420
-1,615
-20% -$577K 1.57% 25
2019
Q2 		$2.92M Buy
8,035
+114
+1% +$41.6K 1.91% 21
2019
Q1 		$3.02M Sell
7,921
-1,251
-14% -$482K 2.05% 18
2018
Q4 		$2.96M Sell
9,172
-156
-2% -$53.9K 2.27% 16
2018
Q3 		$3.47M Buy
9,328
+47
+0.5% +$16.5K 2.29% 15
2018
Q2 		$3.11M Buy
9,281
+263
+3% +$90.5K 2.25% 15
2018
Q1 		$2.96M Sell
9,018
-683
-7% -$231K 2.19% 17
2017
Q4 		$2.86M Sell
9,701
-177
-2% -$47.9K 1.99% 17
2017
Q3 		$2.51M Sell
9,878
-1,745
-15% -$407K 1.85% 20
2017
Q2 		$2.3M Sell
11,623
-963
-8% -$179K 1.71% 23
2017
Q1 		$2.23M Sell
12,586
-673
-5% -$115K 1.7% 22
2016
Q4 		$2.06M Buy
13,259
+12
+0.1% +$1.75K 1.68% 24
2016
Q3 		$1.75M Buy
13,247
+849
+7% +$112K 1.52% 24
2016
Q2 		$1.61M Buy
12,398
+1,054
+9% +$137K 1.34% 27
2016
Q1 		$1.44M Buy
11,344
+322
+3% +$40K 1.24% 29
2015
Q4 		$1.59M Buy
11,022
+5,212
+90% +$751K 1.4% 29
2015
Q3 		$760K Buy
+5,810
New +$806K 0.7% 43

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wills Financial Group's BA Position: Q1 2020 in Review

Wills Financial Group sold out of Boeing (BA) in Q1 2020, closing a stake of 7,499 shares — an estimated $2.44M sold.

Wills Financial Group first reported a position in BA in Q3 2015 and held it in 18 quarters. The position peaked at $3.47M in Q3 2018. 1,759 funds tracked by Wall St. Rank hold BA as of Q1 2020.

  • Wills Financial Group reported no remaining Boeing position as of Q1 2020 after selling out during the quarter.
  • Wills Financial Group sold 7,499 Boeing shares in Q1 2020, an estimated $2.44M.
  • Wills Financial Group first reported a position in Boeing in Q3 2015 and held it in 18 quarters.
  • Wills Financial Group's Boeing position peaked at $3.47M in Q3 2018.
  • 1,759 funds tracked by Wall St. Rank held Boeing as of Q1 2020.

Based on Wills Financial Group's 13F filing for Q1 2020, filed 12 May 2020.