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AFT Forsyth & Company’s Boeing BA Stock Holding History

AFT Forsyth & Company’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 		– Sell
-2,565
Closed -$467K – 132
2024
Q2 		$467K Hold
2,565
– – 0.23% 87
2024
Q1 		$495K Buy
+2,565
New +$527K 0.28% 83
2020
Q1 		– Sell
-2,523
Closed -$822K – 124
2019
Q4 		$822K Sell
2,523
-510
-17% -$181K 0.63% 53
2019
Q3 		$1.15M Buy
3,033
+105
+4% +$37.5K 0.95% 29
2019
Q2 		$1.07M Sell
2,928
-5
-0.2% -$1.82K 0.88% 37
2019
Q1 		$1.12M Buy
2,933
+65
+2% +$25K 0.97% 30
2018
Q4 		$925K Buy
2,868
+128
+5% +$44.2K 0.92% 36
2018
Q3 		$1.02M Hold
2,740
– – 0.85% 42
2018
Q2 		$919K Buy
2,740
+130
+5% +$44.7K 0.81% 43
2018
Q1 		$856K Buy
2,610
+520
+25% +$176K 0.8% 45
2017
Q4 		$616K Buy
+2,090
New +$566K 0.6% 57

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

AFT Forsyth & Company's BA Position: Q3 2024 in Review

AFT Forsyth & Company sold out of Boeing (BA) in Q3 2024, closing a stake of 2,565 shares — an estimated $467K sold.

AFT Forsyth & Company first reported a position in BA in Q4 2017 and held it in 11 quarters. The position peaked at $1.15M in Q3 2019. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • AFT Forsyth & Company reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • AFT Forsyth & Company sold 2,565 Boeing shares in Q3 2024, an estimated $467K.
  • AFT Forsyth & Company first reported a position in Boeing in Q4 2017 and held it in 11 quarters.
  • AFT Forsyth & Company's Boeing position peaked at $1.15M in Q3 2019.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on AFT Forsyth & Company's 13F filing for Q3 2024, filed 14 Nov 2024.