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AFS Financial Group’s Boeing BA Stock Holding History

AFS Financial 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
2023
Q4 		– Sell
-1,269
Closed -$243K – 59
2023
Q3 		$243K Sell
1,269
-100
-7% -$21.9K 0.17% 83
2023
Q2 		$289K Buy
1,369
+392
+40% +$81.4K 0.19% 80
2023
Q1 		$208K Buy
+977
New +$203K 0.14% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

AFS Financial Group's BA Position: Q4 2023 in Review

AFS Financial Group sold out of Boeing (BA) in Q4 2023, closing a stake of 1,269 shares — an estimated $243K sold.

AFS Financial Group first reported a position in BA in Q1 2023 and held it in 3 quarters. The position peaked at $289K in Q2 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • AFS Financial Group reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 1,269 Boeing shares in Q4 2023, an estimated $243K.
  • AFS Financial Group first reported a position in Boeing in Q1 2023 and held it in 3 quarters.
  • AFS Financial Group's Boeing position peaked at $289K in Q2 2023.
  • 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.