Annapolis Financial Services’s Boeing BA Stock Holding History

Annapolis Financial 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
2024 Q3	$31.3K	Hold	206	–	–	0.01%	191
2024 Q2	$37.5K	Hold	206	–	–	0.01%	171
2024 Q1	$39.8K	Hold	206	–	–	0.01%	163
2023 Q4	$53.7K	Hold	206	–	–	0.01%	193
2023 Q3	$39.5K	Hold	206	–	–	0.01%	207
2023 Q2	$43.5K	Hold	206	–	–	0.01%	191
2023 Q1	$43.8K	Buy	206 +5	+2%	+$1.04K	0.01%	179
2022 Q4	$38.3K	Hold	201	–	–	0.01%	187
2022 Q3	$24K	Hold	201	–	–	0.01%	232
2022 Q2	$27K	Sell	201 -299	-60%	-$44.1K	0.01%	219
2022 Q1	$96K	Sell	500 -15	-3%	-$3.01K	0.03%	145
2021 Q4	$104K	Buy	515 +15	+3%	+$3.17K	0.03%	142
2021 Q3	$110K	Hold	500	–	–	0.04%	130
2021 Q2	$120K	Hold	500	–	–	0.04%	123
2021 Q1	$127K	Buy	500 +300	+150%	+$66.7K	0.05%	112
2020 Q4	$43K	Buy	+200	New	+$38.4K	0.02%	152

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Annapolis Financial Services's BA Position: Q3 2024 in Review

Annapolis Financial Services held its Boeing (BA) position steady in Q3 2024 at 206 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #191.

Annapolis Financial Services first reported a position in BA in Q4 2020 and has held it in 16 quarters since. The position peaked at $127K in Q1 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Annapolis Financial Services held 206 shares of Boeing worth $31.3K as of Q3 2024.
Annapolis Financial Services left its Boeing share count unchanged in Q3 2024.
Boeing made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #191 holding.
Annapolis Financial Services first reported a position in Boeing in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Boeing position peaked at $127K in Q1 2021.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.