AWA
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Aletheian Wealth Advisors’s Boeing BA Stock Holding History

Aletheian Wealth Advisors’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
Q1 		– Sell
-2,474
Closed -$645K – 84
2023
Q4 		$645K Sell
2,474
-77
-3% -$16.5K 0.43% 54
2023
Q3 		$489K Buy
+2,551
New +$558K 0.38% 59
2023
Q1 		– Sell
-2,850
Closed -$543K – 64
2022
Q4 		$543K Buy
+2,850
New +$466K 0.47% 46

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aletheian Wealth Advisors's BA Position: Q1 2024 in Review

Aletheian Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 2,474 shares — an estimated $645K sold.

Aletheian Wealth Advisors first reported a position in BA in Q4 2022 and held it in 3 quarters. The position peaked at $645K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Aletheian Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 2,474 Boeing shares in Q1 2024, an estimated $645K.
  • Aletheian Wealth Advisors first reported a position in Boeing in Q4 2022 and held it in 3 quarters.
  • Aletheian Wealth Advisors's Boeing position peaked at $645K in Q4 2023.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Aletheian Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.