AWA
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Amplius Wealth Advisors’s Boeing BA Stock Holding History

Amplius 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
Q3 		– Sell
-1,239
Closed -$225K – 175
2024
Q2 		$225K Sell
1,239
-29
-2% -$5.17K 0.03% 155
2024
Q1 		$245K Buy
1,268
+139
+12% +$28.6K 0.03% 153
2023
Q4 		$294K Sell
1,129
-34
-3% -$7.27K 0.04% 127
2023
Q3 		$223K Sell
1,163
-9
-0.8% -$1.97K 0.03% 142
2023
Q2 		$247K Hold
1,172
– – 0.03% 140
2023
Q1 		$249K Sell
1,172
-7
-0.6% -$1.45K 0.04% 139
2022
Q4 		$225K Buy
+1,179
New +$193K 0.04% 143
2022
Q1 		– Sell
-936
Closed -$188K – 235
2021
Q4 		$188K Buy
+936
New +$198K 0.03% 188

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

Amplius Wealth Advisors's BA Position: Q3 2024 in Review

Amplius Wealth Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 1,239 shares — an estimated $225K sold.

Amplius Wealth Advisors first reported a position in BA in Q4 2021 and held it in 8 quarters. The position peaked at $294K in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Amplius Wealth Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,239 Boeing shares in Q3 2024, an estimated $225K.
  • Amplius Wealth Advisors first reported a position in Boeing in Q4 2021 and held it in 8 quarters.
  • Amplius Wealth Advisors's Boeing position peaked at $294K in Q4 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Amplius Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.