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Abacus Wealth Partners’s Boeing BA Stock Holding History

Abacus 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
2024
Q1 		– Sell
-1,033
Closed -$269K – 91
2023
Q4 		$269K Buy
+1,033
New +$221K 0.05% 60
2023
Q3 		– Sell
-963
Closed -$203K – 75
2023
Q2 		$203K Sell
963
-75
-7% -$15.6K 0.06% 83
2023
Q1 		$206K Buy
+1,038
New +$216K 0.07% 86
2022
Q2 		– Sell
-1,064
Closed -$204K – 81
2022
Q1 		$204K Sell
1,064
-131
-11% -$26.3K 0.09% 83
2021
Q4 		$241K Sell
1,195
-43
-3% -$9.09K 0.09% 102
2021
Q3 		$272K Hold
1,238
– – 0.1% 83
2021
Q2 		$297K Hold
1,238
– – 0.12% 75
2021
Q1 		$315K Buy
+1,238
New +$275K 0.22% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abacus Wealth Partners's BA Position: Q1 2024 in Review

Abacus Wealth Partners sold out of Boeing (BA) in Q1 2024, closing a stake of 1,033 shares — an estimated $269K sold.

Abacus Wealth Partners first reported a position in BA in Q1 2021 and held it in 8 quarters. The position peaked at $315K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Abacus Wealth Partners reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Abacus Wealth Partners sold 1,033 Boeing shares in Q1 2024, an estimated $269K.
  • Abacus Wealth Partners first reported a position in Boeing in Q1 2021 and held it in 8 quarters.
  • Abacus Wealth Partners's Boeing position peaked at $315K in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Abacus Wealth Partners's 13F filing for Q1 2024, filed 10 Apr 2024.