Atlas Private Wealth Advisors’s Boeing BA Stock Holding History

Atlas Private 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 Q1	–	Sell	-992	Closed	-$259K	–	113
2023 Q4	$259K	Sell	992 -104	-9%	-$22.2K	0.05%	135
2023 Q3	$210K	Sell	1,096 -322	-23%	-$70.5K	0.04%	172
2023 Q2	$299K	Buy	+1,418	New	+$295K	0.06%	147
2022 Q1	–	Sell	-8,889	Closed	-$1.79M	–	136
2021 Q4	$1.79M	Buy	8,889 +204	+2%	+$43.1K	0.83%	35
2021 Q3	$1.91M	Buy	8,685 +150	+2%	+$33.5K	1%	20
2021 Q2	$2.04M	Buy	8,535 +50	+0.6%	+$12.1K	1.11%	19
2021 Q1	$2.16M	Sell	8,485 -24	-0.3%	-$5.33K	1.21%	21
2020 Q4	$1.82M	Buy	8,509 +162	+2%	+$31.1K	1.22%	18
2020 Q3	$1.38M	Buy	8,347 +58	+0.7%	+$9.88K	1.15%	18
2020 Q2	$1.52M	Buy	+8,289	New	+$1.27M	1.35%	16

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Atlas Private Wealth Advisors's BA Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 992 shares — an estimated $259K sold.

Atlas Private Wealth Advisors first reported a position in BA in Q2 2020 and held it in 10 quarters. The position peaked at $2.16M in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 992 Boeing shares in Q1 2024, an estimated $259K.
Atlas Private Wealth Advisors first reported a position in Boeing in Q2 2020 and held it in 10 quarters.
Atlas Private Wealth Advisors's Boeing position peaked at $2.16M in Q1 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.