Advanced Asset Management Advisors’s Boeing BA Stock Holding History

Advanced Asset Management 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 Q1	–	Sell	-154	Closed	-$29.3K	–	109
2022 Q4	$29.3K	Buy	+154	New	+$25.2K	0.01%	121
2020 Q2	–	Sell	-11,150	Closed	-$1.66M	–	101
2020 Q1	$1.66M	Hold	11,150	–	–	0.58%	51
2019 Q4	$3.63M	Hold	11,150	–	–	1.1%	24
2019 Q3	$4.24M	Hold	11,150	–	–	1.36%	12
2019 Q2	$4.06M	Buy	11,150 +50	+0.5%	+$18.2K	1.41%	12
2019 Q1	$4.23M	Sell	11,100 -2,200	-17%	-$847K	1.51%	10
2018 Q4	$4.29M	Buy	+13,300	New	+$4.59M	1.37%	13
2018 Q3	–	Sell	-13,340	Closed	-$4.48M	–	104
2018 Q2	$4.48M	Hold	13,340	–	–	1.44%	11
2018 Q1	$4.37M	Buy	13,340 +40	+0.3%	+$13.5K	1.45%	12
2017 Q4	$3.92M	Buy	+13,300	New	+$3.6M	1.29%	14

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advanced Asset Management Advisors's BA Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of Boeing (BA) in Q1 2023, closing a stake of 154 shares — an estimated $29.3K sold.

Advanced Asset Management Advisors first reported a position in BA in Q4 2017 and held it in 10 quarters. The position peaked at $4.48M in Q2 2018. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Advanced Asset Management Advisors reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 154 Boeing shares in Q1 2023, an estimated $29.3K.
Advanced Asset Management Advisors first reported a position in Boeing in Q4 2017 and held it in 10 quarters.
Advanced Asset Management Advisors's Boeing position peaked at $4.48M in Q2 2018.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.