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Allen Mooney & Barnes Investment Advisors’s Boeing BA Stock Holding History

Allen Mooney & Barnes Investment 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
-805
Closed -$210K – 161
2023
Q4 		$210K Buy
+805
New +$172K 0.04% 150
2023
Q3 		– Sell
-1,135
Closed -$240K – 150
2023
Q2 		$240K Buy
+1,135
New +$236K 0.05% 133

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

Allen Mooney & Barnes Investment Advisors's BA Position: Q1 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 805 shares — an estimated $210K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in BA in Q2 2023 and held it in 2 quarters. The position peaked at $240K in Q2 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 805 Boeing shares in Q1 2024, an estimated $210K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Boeing in Q2 2023 and held it in 2 quarters.
  • Allen Mooney & Barnes Investment Advisors's Boeing position peaked at $240K in Q2 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.