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Altus Wealth Management’s Boeing BA Stock Holding History

Altus Wealth Management’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
-1,133
Closed -$206K – 41
2024
Q2 		$206K Buy
1,133
+45
+4% +$8.02K 0.1% 41
2024
Q1 		$210K Sell
1,088
-121
-10% -$24.9K 0.11% 41
2023
Q4 		$315K Hold
1,209
– – 0.19% 30
2023
Q3 		$232K Hold
1,209
– – 0.16% 33
2023
Q2 		$255K Hold
1,209
– – 0.2% 27
2023
Q1 		$257K Buy
1,209
+29
+2% +$6.03K 0.21% 25
2022
Q4 		$225K Buy
+1,180
New +$193K 0.2% 26
2022
Q2 		– Sell
-1,183
Closed -$227K – 37
2022
Q1 		$227K Hold
1,183
– – 0.16% 33
2021
Q4 		$238K Sell
1,183
-221
-16% -$46.7K 0.14% 34
2021
Q3 		$309K Sell
1,404
-101
-7% -$22.5K 0.2% 25
2021
Q2 		$361K Buy
1,505
+40
+3% +$9.67K 0.23% 25
2021
Q1 		$373K Buy
1,465
+180
+14% +$40K 0.26% 23
2020
Q4 		$275K Hold
1,285
– – 0.21% 26
2020
Q3 		$212K Buy
1,285
+22
+2% +$3.75K 0.2% 32
2020
Q2 		$232K Buy
+1,263
New +$194K 0.26% 24
2020
Q1 		– Sell
-1,027
Closed -$334K – 27
2019
Q4 		$334K Buy
+1,027
New +$364K 0.33% 23

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

Altus Wealth Management's BA Position: Q3 2024 in Review

Altus Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,133 shares — an estimated $206K sold.

Altus Wealth Management first reported a position in BA in Q4 2019 and held it in 16 quarters. The position peaked at $373K in Q1 2021. 1,957 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Altus Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Altus Wealth Management sold 1,133 Boeing shares in Q3 2024, an estimated $206K.
  • Altus Wealth Management first reported a position in Boeing in Q4 2019 and held it in 16 quarters.
  • Altus Wealth Management's Boeing position peaked at $373K in Q1 2021.
  • 1,957 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Altus Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.