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YorkBridge Wealth Partners’s Boeing BA Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$317K Hold
1,666
– – 0.08% 178
2022
Q3 		$202K Hold
1,666
– – 0.05% 263
2022
Q2 		$228K Buy
1,666
+10
+0.6% +$1.48K 0.06% 248
2022
Q1 		$317K Buy
1,656
+1
+0.1% +$201 0.07% 225
2021
Q4 		$333K Hold
1,655
– – 0.07% 224
2021
Q3 		$364K Buy
1,655
+359
+28% +$80.1K 0.09% 187
2021
Q2 		$310K Hold
1,296
– – 0.08% 199
2021
Q1 		$330K Buy
1,296
+106
+9% +$23.6K 0.1% 175
2020
Q4 		$255K Buy
+1,190
New +$229K 0.09% 168
2020
Q3 		– Sell
-1,190
Closed -$218K – 179
2020
Q2 		$218K Buy
+1,190
New +$183K 0.1% 162
2020
Q1 		– Sell
-1,190
Closed -$388K – 157
2019
Q4 		$388K Sell
1,190
-115
-9% -$40.7K 0.18% 123
2019
Q3 		$497K Sell
1,305
-200
-13% -$71.5K 0.25% 95
2019
Q2 		$548K Sell
1,505
-100
-6% -$36.5K 0.24% 87
2019
Q1 		$612K Sell
1,605
-200
-11% -$77K 0.28% 82
2018
Q4 		$582K Sell
1,805
-540
-23% -$187K 0.31% 80
2018
Q3 		$896K Sell
2,345
-1,020
-30% -$358K 0.41% 63
2018
Q2 		$1.13M Sell
3,365
-100
-3% -$34.4K 0.5% 60
2018
Q1 		$1.17M Buy
3,465
+320
+10% +$108K 0.54% 51
2017
Q4 		$1.03M Buy
3,145
+1,777
+130% +$481K 0.5% 52
2017
Q3 		$348K Hold
1,368
– – 0.18% 116
2017
Q2 		$272K Buy
1,368
+200
+17% +$37.2K 0.14% 138
2017
Q1 		$214K Sell
1,168
-30
-3% -$5.11K 0.11% 163
2016
Q4 		$180K Buy
+1,198
New +$175K 0.11% 162

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

YorkBridge Wealth Partners's BA Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Boeing (BA) position steady in Q4 2022 at 1,666 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #178.

YorkBridge Wealth Partners first reported a position in BA in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.17M in Q1 2018. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • YorkBridge Wealth Partners held 1,666 shares of Boeing worth $317K as of Q4 2022.
  • YorkBridge Wealth Partners left its Boeing share count unchanged in Q4 2022.
  • Boeing made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #178 holding.
  • YorkBridge Wealth Partners first reported a position in Boeing in Q4 2016 and has held it in 23 quarters since.
  • YorkBridge Wealth Partners's Boeing position peaked at $1.17M in Q1 2018.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.