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AAFMAA Wealth Management & Trust’s Boeing BA Stock Holding History

AAFMAA Wealth Management & Trust’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 		– Sell
-20,000
Closed -$3.64M – 68
2024
Q2 		$3.64M Hold
20,000
– – 1.79% 13
2024
Q1 		$3.86M Sell
20,000
-1,059
-5% -$218K 2.11% 13
2023
Q4 		$5.49M Sell
21,059
-7,653
-27% -$1.64M 3.11% 7
2023
Q3 		$5.5M Buy
28,712
+500
+2% +$109K 5.11% 2
2023
Q2 		$5.96M Sell
28,212
-882
-3% -$183K 4.92% 3
2023
Q1 		$6.18M Sell
29,094
-7,085
-20% -$1.47M 4.96% 4
2022
Q4 		$6.89M Buy
36,179
+26,065
+258% +$4.26M 6.22% 1
2022
Q3 		$1.23M Sell
10,114
-28,443
-74% -$4.36M 0.9% 38
2022
Q2 		$5.27M Buy
38,557
+2,774
+8% +$409K 3.55% 6
2022
Q1 		$6.85M Buy
35,783
+946
+3% +$190K 3.16% 8
2021
Q4 		$7.01M Buy
34,837
+537
+2% +$113K 3.06% 10
2021
Q3 		$7.54M Buy
34,300
+1,200
+4% +$268K 3.58% 6
2021
Q2 		$7.93M Buy
33,100
+9,931
+43% +$2.4M 3.64% 6
2021
Q1 		$5.9M Sell
23,169
-12,394
-35% -$2.75M 2.84% 15
2020
Q4 		$7.61M Buy
+35,563
New +$6.84M 3.68% 5

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

AAFMAA Wealth Management & Trust's BA Position: Q3 2024 in Review

AAFMAA Wealth Management & Trust sold out of Boeing (BA) in Q3 2024, closing a stake of 20,000 shares — an estimated $3.64M sold.

AAFMAA Wealth Management & Trust first reported a position in BA in Q4 2020 and held it in 15 quarters. The position peaked at $7.93M in Q2 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • AAFMAA Wealth Management & Trust reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 20,000 Boeing shares in Q3 2024, an estimated $3.64M.
  • AAFMAA Wealth Management & Trust first reported a position in Boeing in Q4 2020 and held it in 15 quarters.
  • AAFMAA Wealth Management & Trust's Boeing position peaked at $7.93M in Q2 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2024, filed 16 Oct 2024.