Advisory Services & Investments’s Boeing BA Stock Holding History

Advisory Services & Investments’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 Q3	$203K	Buy	1,337 +5	+0.4%	+$857	0.14%	38
2024 Q2	$242K	Hold	1,332	–	–	0.17%	32
2024 Q1	$257K	Hold	1,332	–	–	0.18%	32
2023 Q4	$347K	Hold	1,332	–	–	0.26%	28
2023 Q3	$255K	Hold	1,332	–	–	0.22%	27
2023 Q2	$281K	Sell	1,332 -17	-1%	-$3.53K	0.23%	29
2023 Q1	$287K	Buy	+1,349	New	+$280K	0.26%	31
2022 Q2	–	Sell	-1,339	Closed	-$256K	–	43
2022 Q1	$256K	Buy	1,339 +7	+0.5%	+$1.41K	0.21%	40
2021 Q4	$268K	Hold	1,332	–	–	0.17%	34
2021 Q3	$293K	Buy	+1,332	New	+$297K	0.19%	33

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Services & Investments's BA Position: Q3 2024 in Review

Advisory Services & Investments increased its Boeing (BA) stake by 0.38% in Q3 2024, buying an estimated $857 and bringing the position to 1,337 shares worth $203K. The position accounts for 0.14% of the portfolio, ranked #38.

Advisory Services & Investments first reported a position in BA in Q3 2021 and has held it in 10 quarters since. The position peaked at $347K in Q4 2023. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Advisory Services & Investments held 1,337 shares of Boeing worth $203K as of Q3 2024.
Advisory Services & Investments bought 5 Boeing shares in Q3 2024, an estimated $857.
Boeing made up 0.14% of Advisory Services & Investments's portfolio in Q3 2024, its #38 holding.
Advisory Services & Investments first reported a position in Boeing in Q3 2021 and has held it in 10 quarters since.
Advisory Services & Investments's Boeing position peaked at $347K in Q4 2023.
1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.