AJ Wealth Strategies’s Boeing BA Stock Holding History

AJ Wealth Strategies’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 Q2	$287K	Buy	1,361 +45	+3%	+$9.35K	0.01%	244
2023 Q1	$280K	Buy	1,316 +60	+5%	+$12.5K	0.01%	236
2022 Q4	$239K	Buy	+1,256	New	+$205K	0.01%	261
2022 Q2	–	Sell	-2,995	Closed	-$574K	–	309
2022 Q1	$574K	Buy	2,995 +300	+11%	+$60.2K	0.03%	189
2021 Q4	$543K	Buy	2,695 +30	+1%	+$6.34K	0.03%	194
2021 Q3	$586K	Buy	2,665 +262	+11%	+$58.4K	0.03%	173
2021 Q2	$576K	Hold	2,403	–	–	0.03%	169
2021 Q1	$612K	Buy	2,403 +22	+0.9%	+$4.89K	0.04%	146
2020 Q4	$510K	Hold	2,381	–	–	0.04%	145
2020 Q3	$394K	Hold	2,381	–	–	0.04%	149
2020 Q2	$436K	Sell	2,381 -833	-26%	-$128K	0.05%	133
2020 Q1	$479K	Buy	+3,214	New	+$880K	0.06%	96

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AJ Wealth Strategies's BA Position: Q2 2023 in Review

AJ Wealth Strategies increased its Boeing (BA) stake by 3.4% in Q2 2023, buying an estimated $9.35K and bringing the position to 1,361 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #244.

AJ Wealth Strategies first reported a position in BA in Q1 2020 and has held it in 12 quarters since. The position peaked at $612K in Q1 2021. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

AJ Wealth Strategies held 1,361 shares of Boeing worth $287K as of Q2 2023.
AJ Wealth Strategies bought 45 Boeing shares in Q2 2023, an estimated $9.35K.
Boeing made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #244 holding.
AJ Wealth Strategies first reported a position in Boeing in Q1 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's Boeing position peaked at $612K in Q1 2021.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.