WT Wealth Management’s Boeing BA Stock Holding History

WT 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
2021 Q3	–	Sell	-921	Closed	-$221K	–	125
2021 Q2	$221K	Sell	921 -148	-14%	-$35.8K	0.09%	118
2021 Q1	$272K	Sell	1,069 -112	-9%	-$24.9K	0.13%	111
2020 Q4	$252K	Sell	1,181 -548	-32%	-$105K	0.14%	104
2020 Q3	$285K	Sell	1,729 -4,119	-70%	-$702K	0.19%	91
2020 Q2	$1.07M	Sell	5,848 -328	-5%	-$50.4K	0.86%	28
2020 Q1	$921K	Buy	+6,176	New	+$1.69M	0.97%	26

Other funds holding BA

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WT Wealth Management's BA Position: Q3 2021 in Review

WT Wealth Management sold out of Boeing (BA) in Q3 2021, closing a stake of 921 shares — an estimated $221K sold.

WT Wealth Management first reported a position in BA in Q1 2020 and held it in 6 quarters. The position peaked at $1.07M in Q2 2020. 2,055 funds tracked by Wall St. Rank hold BA as of Q3 2021.

WT Wealth Management reported no remaining Boeing position as of Q3 2021 after selling out during the quarter.
WT Wealth Management sold 921 Boeing shares in Q3 2021, an estimated $221K.
WT Wealth Management first reported a position in Boeing in Q1 2020 and held it in 6 quarters.
WT Wealth Management's Boeing position peaked at $1.07M in Q2 2020.
2,055 funds tracked by Wall St. Rank held Boeing as of Q3 2021.

Based on WT Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.