Asset Management Resources’s Boeing BA Stock Holding History

Asset Management Resources’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 Q4	$292K	Sell	1,120 -258	-19%	-$55.2K	0.17%	44
2023 Q3	$264K	Sell	1,378 -31	-2%	-$6.78K	0.16%	49
2023 Q2	$298K	Sell	1,409 -190	-12%	-$39.5K	0.18%	44
2023 Q1	$340K	Buy	1,599 +253	+19%	+$52.6K	0.22%	39
2022 Q4	$256K	Sell	1,346 -583	-30%	-$95.4K	0.17%	45
2022 Q3	$234K	Buy	+1,929	New	+$296K	0.23%	46
2022 Q2	–	Sell	-1,224	Closed	-$234K	–	54
2022 Q1	$234K	Hold	1,224	–	–	0.19%	53
2021 Q4	$246K	Buy	+1,224	New	+$259K	0.22%	48

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Asset Management Resources's BA Position: Q4 2023 in Review

Asset Management Resources reduced its Boeing (BA) stake by 19% in Q4 2023, selling an estimated $55.2K and leaving 1,120 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #44.

Asset Management Resources first reported a position in BA in Q4 2021 and has held it in 8 quarters since. The position peaked at $340K in Q1 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Asset Management Resources held 1,120 shares of Boeing worth $292K as of Q4 2023.
Asset Management Resources sold 258 Boeing shares in Q4 2023, an estimated $55.2K.
Boeing made up 0.17% of Asset Management Resources's portfolio in Q4 2023, its #44 holding.
Asset Management Resources first reported a position in Boeing in Q4 2021 and has held it in 8 quarters since.
Asset Management Resources's Boeing position peaked at $340K in Q1 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.