Atlas Capital Advisors’s Boeing BA Stock Holding History

Atlas Capital 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
2023 Q1	–	Sell	-200	Closed	-$38.1K	–	903
2022 Q4	$38.1K	Hold	200	–	–	0.01%	581
2022 Q3	$24.2K	Sell	200 -100	-33%	-$15.3K	﹤0.01%	632
2022 Q2	$41K	Sell	300 -20	-6%	-$2.95K	0.01%	592
2022 Q1	$61.3K	Buy	320 +200	+167%	+$40.1K	0.01%	515
2021 Q4	$24.2K	Hold	120	–	–	﹤0.01%	615
2021 Q3	$26.4K	Hold	120	–	–	﹤0.01%	604
2021 Q2	$28.7K	Buy	120 +20	+20%	+$4.83K	﹤0.01%	605
2021 Q1	$25.5K	Buy	+100	New	+$22.2K	0.01%	569
2019 Q3	–	Sell	-20	Closed	-$7.28K	–	636
2019 Q2	$7.28K	Sell	20 -238	-92%	-$86.8K	﹤0.01%	609
2019 Q1	$98.4K	Sell	258 -1,215	-82%	-$468K	0.04%	356
2018 Q4	$475K	Sell	1,473 -2,230	-60%	-$770K	0.19%	145
2018 Q3	$1.45M	Buy	3,703 +1,118	+43%	+$393K	0.48%	50
2018 Q2	$923K	Sell	2,585 -1,284	-33%	-$442K	0.33%	85
2018 Q1	$1.27M	Buy	+3,869	New	+$1.31M	0.39%	72

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Atlas Capital Advisors's BA Position: Q1 2023 in Review

Atlas Capital Advisors sold out of Boeing (BA) in Q1 2023, closing a stake of 200 shares — an estimated $38.1K sold.

Atlas Capital Advisors first reported a position in BA in Q1 2018 and held it in 14 quarters. The position peaked at $1.45M in Q3 2018. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Atlas Capital Advisors reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Atlas Capital Advisors sold 200 Boeing shares in Q1 2023, an estimated $38.1K.
Atlas Capital Advisors first reported a position in Boeing in Q1 2018 and held it in 14 quarters.
Atlas Capital Advisors's Boeing position peaked at $1.45M in Q3 2018.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.