Woodard & Company Asset Management Group’s Boeing BA Stock Holding History

Woodard & Company Asset Management 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
2021 Q2	–	Sell	-800	Closed	-$204K	–	102
2021 Q1	$204K	Buy	+800	New	+$178K	0.13%	80
2020 Q1	–	Sell	-629	Closed	-$205K	–	86
2019 Q4	$205K	Sell	629 -1	-0.2%	-$354	0.12%	59
2019 Q3	$240K	Buy	+630	New	+$225K	0.15%	56
2018 Q4	–	Sell	-600	Closed	-$223K	–	42
2018 Q3	$223K	Hold	600	–	–	0.2%	47
2018 Q2	$201K	Sell	600 -100	-14%	-$34.4K	0.2%	47
2018 Q1	$230K	Hold	700	–	–	0.23%	42
2017 Q4	$205K	Buy	+700	New	+$190K	0.18%	50

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodard & Company Asset Management Group's BA Position: Q2 2021 in Review

Woodard & Company Asset Management Group sold out of Boeing (BA) in Q2 2021, closing a stake of 800 shares — an estimated $204K sold.

Woodard & Company Asset Management Group first reported a position in BA in Q4 2017 and held it in 7 quarters. The position peaked at $240K in Q3 2019. 2,116 funds tracked by Wall St. Rank hold BA as of Q2 2021.

Woodard & Company Asset Management Group reported no remaining Boeing position as of Q2 2021 after selling out during the quarter.
Woodard & Company Asset Management Group sold 800 Boeing shares in Q2 2021, an estimated $204K.
Woodard & Company Asset Management Group first reported a position in Boeing in Q4 2017 and held it in 7 quarters.
Woodard & Company Asset Management Group's Boeing position peaked at $240K in Q3 2019.
2,116 funds tracked by Wall St. Rank held Boeing as of Q2 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.