AWA
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Alta Wealth Advisors’s Boeing BA Stock Holding History

Alta 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
-1,981
Closed -$516K – 129
2023
Q4 		$516K Buy
+1,981
New +$424K 0.29% 79
2021
Q4 		– Sell
-5,379
Closed -$1.18M – 146
2021
Q3 		$1.18M Sell
5,379
-1,510
-22% -$337K 0.86% 30
2021
Q2 		$1.65M Buy
6,889
+267
+4% +$64.6K 1.21% 17
2021
Q1 		$1.69M Buy
6,622
+5,624
+564% +$1.25M 1.41% 12
2020
Q4 		$214K Buy
+998
New +$192K 0.18% 133

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Alta Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 1,981 shares — an estimated $516K sold.

Alta Wealth Advisors first reported a position in BA in Q4 2020 and held it in 5 quarters. The position peaked at $1.69M in Q1 2021. 2,197 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Alta Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 1,981 Boeing shares in Q1 2024, an estimated $516K.
  • Alta Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 5 quarters.
  • Alta Wealth Advisors's Boeing position peaked at $1.69M in Q1 2021.
  • 2,197 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Alta Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.