Acima Private Wealth’s Boeing BA Stock Holding History

Acima Private Wealth’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	-1,000	Closed	-$261K	–	203
2023 Q4	$261K	Hold	1,000	–	–	0.1%	113
2023 Q3	$192K	Sell	1,000 -16	-2%	-$3.5K	0.09%	126
2023 Q2	$215K	Hold	1,016	–	–	0.1%	126
2023 Q1	$216K	Buy	1,016 +16	+2%	+$3.32K	0.11%	123
2022 Q4	$190K	Hold	1,000	–	–	0.1%	127
2022 Q3	$121K	Hold	1,000	–	–	0.06%	132
2022 Q2	$137K	Hold	1,000	–	–	0.07%	134
2022 Q1	$192K	Buy	+1,000	New	+$201K	0.09%	129
2020 Q2	–	Sell	-789	Closed	-$118K	–	244
2020 Q1	$118K	Hold	789	–	–	0.09%	138
2019 Q4	$257K	Hold	789	–	–	0.18%	120
2019 Q3	$300K	Hold	789	–	–	0.23%	97
2019 Q2	$287K	Hold	789	–	–	0.23%	97
2019 Q1	$301K	Buy	789 +23	+3%	+$8.85K	0.26%	89
2018 Q4	$247K	Buy	+766	New	+$265K	0.24%	94

Other funds holding BA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acima Private Wealth's BA Position: Q1 2024 in Review

Acima Private Wealth sold out of Boeing (BA) in Q1 2024, closing a stake of 1,000 shares — an estimated $261K sold.

Acima Private Wealth first reported a position in BA in Q4 2018 and held it in 14 quarters. The position peaked at $301K in Q1 2019. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Acima Private Wealth reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 1,000 Boeing shares in Q1 2024, an estimated $261K.
Acima Private Wealth first reported a position in Boeing in Q4 2018 and held it in 14 quarters.
Acima Private Wealth's Boeing position peaked at $301K in Q1 2019.
2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.