9WM
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9258 Wealth Management’s Boeing BA Stock Holding History

9258 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
2024
Q3 		$749K Sell
4,926
-233
-5% -$40K 0.11% 153
2024
Q2 		$939K Sell
5,159
-348
-6% -$62K 0.14% 125
2024
Q1 		$1.06M Buy
5,507
+87
+2% +$17.9K 0.17% 116
2023
Q4 		$1.41M Buy
5,420
+6
+0.1% +$1.28K 0.25% 82
2023
Q3 		$1.04M Sell
5,414
-1
-0% -$219 0.2% 97
2023
Q2 		$1.14M Buy
5,415
+1
+0% +$208 0.22% 88
2023
Q1 		$1.15M Buy
5,414
+24
+0.4% +$4.99K 0.23% 84
2022
Q4 		$1.03M Buy
5,390
+94
+2% +$15.4K 0.22% 94
2022
Q3 		$641K Sell
5,296
-25
-0.5% -$3.83K 0.16% 133
2022
Q2 		$728K Sell
5,321
-111
-2% -$16.4K 0.19% 131
2022
Q1 		$1.04M Sell
5,432
-215
-4% -$43.2K 0.24% 95
2021
Q4 		$1.14M Buy
5,647
+305
+6% +$64.4K 0.26% 82
2021
Q3 		$1.18M Sell
5,342
-8
-0.1% -$1.78K 0.31% 66
2021
Q2 		$1.28M Buy
5,350
+6
+0.1% +$1.45K 0.35% 61
2021
Q1 		$1.36M Buy
5,344
+612
+13% +$136K 0.41% 52
2020
Q4 		$1.01M Buy
4,732
+416
+10% +$80K 0.33% 69
2020
Q3 		$623K Sell
4,316
-1,039
-19% -$177K 0.24% 106
2020
Q2 		$982K Buy
5,355
+715
+15% +$110K 0.4% 64
2020
Q1 		$597K Buy
4,640
+604
+15% +$165K 0.26% 108
2019
Q4 		$1.31M Buy
4,036
+2,469
+158% +$874K 0.48% 45
2019
Q3 		$596K Buy
1,567
+108
+7% +$38.6K 0.46% 74
2019
Q2 		$531K Buy
1,459
+402
+38% +$147K 0.43% 81
2019
Q1 		$403K Sell
1,057
-36
-3% -$13.9K 0.34% 99
2018
Q4 		$352K Buy
+1,093
New +$378K 0.34% 99

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

9258 Wealth Management's BA Position: Q3 2024 in Review

9258 Wealth Management reduced its Boeing (BA) stake by 4.5% in Q3 2024, selling an estimated $40K and leaving 4,926 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #153.

9258 Wealth Management first reported a position in BA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.41M in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • 9258 Wealth Management held 4,926 shares of Boeing worth $749K as of Q3 2024.
  • 9258 Wealth Management sold 233 Boeing shares in Q3 2024, an estimated $40K.
  • Boeing made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #153 holding.
  • 9258 Wealth Management first reported a position in Boeing in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Boeing position peaked at $1.41M in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.