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Advisors Management Group’s Boeing BA Stock Holding History

Advisors Management Group’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
Q2 		– Sell
-1,212
Closed -$234K – 157
2024
Q1 		$234K Sell
1,212
-136
-10% -$27.9K 0.06% 140
2023
Q4 		$351K Buy
+1,348
New +$288K 0.1% 112

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Advisors Management Group's BA Position: Q2 2024 in Review

Advisors Management Group sold out of Boeing (BA) in Q2 2024, closing a stake of 1,212 shares — an estimated $234K sold.

Advisors Management Group first reported a position in BA in Q4 2023 and held it in 2 quarters. The position peaked at $351K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Advisors Management Group reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Advisors Management Group sold 1,212 Boeing shares in Q2 2024, an estimated $234K.
  • Advisors Management Group first reported a position in Boeing in Q4 2023 and held it in 2 quarters.
  • Advisors Management Group's Boeing position peaked at $351K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Advisors Management Group's 13F filing for Q2 2024, filed 31 Jul 2024.