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American Investment Services’s Boeing BA Stock Holding History

American Investment Services’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
Q3 		– Sell
-2,110
Closed -$446K – 136
2023
Q2 		$446K Buy
+2,110
New +$438K 0.09% 104
2019
Q3 		– Sell
-605
Closed -$220K – 136
2019
Q2 		$220K Buy
605
+2
+0.3% +$729 0.07% 129
2019
Q1 		$230K Sell
603
-740
-55% -$285K 0.07% 122
2018
Q4 		$433K Sell
1,343
-1,024
-43% -$354K 0.15% 83
2018
Q3 		$880K Sell
2,367
-6,354
-73% -$2.23M 0.3% 58
2018
Q2 		$2.93M Sell
8,721
-6,796
-44% -$2.34M 1.01% 16
2018
Q1 		$5.09M Sell
15,517
-1,906
-11% -$644K 1.8% 14
2017
Q4 		$5.14M Sell
17,423
-77
-0.4% -$20.8K 1.88% 12
2017
Q3 		$4.45M Sell
17,500
-284
-2% -$66.2K 1.7% 12
2017
Q2 		$3.52M Buy
17,784
+338
+2% +$62.9K 1.39% 13
2017
Q1 		$3.09M Buy
17,446
+9,373
+116% +$1.6M 1.25% 15
2016
Q4 		$1.26M Buy
+8,073
New +$1.18M 0.52% 30

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Investment Services's BA Position: Q3 2023 in Review

American Investment Services sold out of Boeing (BA) in Q3 2023, closing a stake of 2,110 shares — an estimated $446K sold.

American Investment Services first reported a position in BA in Q4 2016 and held it in 12 quarters. The position peaked at $5.14M in Q4 2017. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

  • American Investment Services reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
  • American Investment Services sold 2,110 Boeing shares in Q3 2023, an estimated $446K.
  • American Investment Services first reported a position in Boeing in Q4 2016 and held it in 12 quarters.
  • American Investment Services's Boeing position peaked at $5.14M in Q4 2017.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on American Investment Services's 13F filing for Q3 2023, filed 13 Nov 2023.