Windsor Wealth Management’s Boeing BA Stock Holding History

Windsor Wealth Management’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	–	Sell	-1,092	Closed	-$233K	–	232
2021 Q4	$233K	Buy	+1,092	New	+$231K	0.04%	219
2021 Q2	–	Sell	-809	Closed	-$206K	–	216
2021 Q1	$206K	Buy	+809	New	+$180K	0.05%	197
2020 Q3	–	Sell	-3,122	Closed	-$572K	–	187
2020 Q2	$572K	Buy	3,122 +99	+3%	+$15.2K	0.18%	113
2020 Q1	$451K	Sell	3,023 -36	-1%	-$9.85K	0.18%	119
2019 Q4	$996K	Buy	3,059 +375	+14%	+$133K	0.37%	68
2019 Q3	$986K	Sell	2,684 -315	-11%	-$113K	0.43%	59
2019 Q2	$1.07M	Buy	2,999 +409	+16%	+$149K	0.47%	58
2019 Q1	$988K	Buy	2,590 +398	+18%	+$153K	0.55%	50
2018 Q4	$707K	Buy	2,192 +130	+6%	+$44.9K	0.48%	61
2018 Q3	$767K	Buy	2,062 +152	+8%	+$53.4K	0.5%	53
2018 Q2	$641K	Buy	1,910 +225	+13%	+$77.4K	0.5%	52
2018 Q1	$552K	Buy	1,685 +41	+2%	+$13.9K	0.47%	57
2017 Q4	$485K	Buy	+1,644	New	+$445K	0.42%	60

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Windsor Wealth Management's BA Position: Q1 2022 in Review

Windsor Wealth Management sold out of Boeing (BA) in Q1 2022, closing a stake of 1,092 shares — an estimated $233K sold.

Windsor Wealth Management first reported a position in BA in Q4 2017 and held it in 13 quarters. The position peaked at $1.07M in Q2 2019. 2,150 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Windsor Wealth Management reported no remaining Boeing position as of Q1 2022 after selling out during the quarter.
Windsor Wealth Management sold 1,092 Boeing shares in Q1 2022, an estimated $233K.
Windsor Wealth Management first reported a position in Boeing in Q4 2017 and held it in 13 quarters.
Windsor Wealth Management's Boeing position peaked at $1.07M in Q2 2019.
2,150 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Windsor Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.