Accuvest Global Advisors’s Boeing BA Stock Holding History

Accuvest Global Advisors’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
2023 Q2	–	Sell	-1,050	Closed	-$223K	–	116
2023 Q1	$223K	Buy	+1,050	New	+$218K	0.1%	127
2019 Q2	–	Sell	-898	Closed	-$343K	–	94
2019 Q1	$343K	Buy	+898	New	+$346K	0.19%	102
2018 Q3	–	Sell	-1,200	Closed	-$403K	–	123
2018 Q2	$403K	Buy	1,200 +1,182	+6,567%	+$407K	0.16%	96
2018 Q1	$6K	Sell	18 -2	-10%	-$676	﹤0.01%	68
2017 Q4	$6K	Sell	20 -1	-5%	-$271	﹤0.01%	64
2017 Q3	$5K	Sell	21 -2,441	-99%	-$569K	﹤0.01%	65
2017 Q2	$487K	Sell	2,462 -18	-0.7%	-$3.35K	0.16%	82
2017 Q1	$439K	Buy	2,480 +2,439	+5,949%	+$415K	0.14%	80
2016 Q4	$6K	Buy	+41	New	+$5.99K	0.01%	58

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accuvest Global Advisors's BA Position: Q2 2023 in Review

Accuvest Global Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 1,050 shares — an estimated $223K sold.

Accuvest Global Advisors first reported a position in BA in Q4 2016 and held it in 9 quarters. The position peaked at $487K in Q2 2017. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Accuvest Global Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Accuvest Global Advisors sold 1,050 Boeing shares in Q2 2023, an estimated $223K.
Accuvest Global Advisors first reported a position in Boeing in Q4 2016 and held it in 9 quarters.
Accuvest Global Advisors's Boeing position peaked at $487K in Q2 2017.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.