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Atlas Private Wealth Management’s Boeing BA Stock Holding History

Atlas Private Wealth Management’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 		$409K Sell
2,118
-22
-1% -$4.52K 0.17% 97
2023
Q4 		$558K Buy
2,140
+140
+7% +$29.9K 0.26% 91
2023
Q3 		$383K Buy
2,000
+54
+3% +$11.8K 0.21% 94
2023
Q2 		$411K Buy
1,946
+128
+7% +$26.6K 0.22% 92
2023
Q1 		$386K Buy
1,818
+86
+5% +$17.9K 0.23% 93
2022
Q4 		$330K Buy
1,732
+75
+5% +$12.3K 0.15% 99
2022
Q3 		$201K Buy
1,657
+144
+10% +$22.1K 0.15% 104
2022
Q2 		$207K Sell
1,513
-220
-13% -$32.5K 0.14% 112
2022
Q1 		$332K Sell
1,733
-50
-3% -$10K 0.19% 108
2021
Q4 		$359K Sell
1,783
-19
-1% -$4.01K 0.2% 105
2021
Q3 		$396K Sell
1,802
-42
-2% -$9.37K 0.24% 95
2021
Q2 		$442K Sell
1,844
-152
-8% -$36.7K 0.27% 89
2021
Q1 		$508K Sell
1,996
-162
-8% -$36K 0.32% 79
2020
Q4 		$462K Sell
2,158
-195
-8% -$37.5K 0.33% 78
2020
Q3 		$389K Sell
2,353
-116
-5% -$19.8K 0.3% 78
2020
Q2 		$453K Sell
2,469
-130
-5% -$20K 0.36% 74
2020
Q1 		$388K Sell
2,599
-358
-12% -$98K 0.36% 76
2019
Q4 		$963K Buy
+2,957
New +$1.05M 0.74% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Atlas Private Wealth Management reduced its Boeing (BA) stake by 1% in Q1 2024, selling an estimated $4.52K and leaving 2,118 shares worth $409K. The position accounts for 0.17% of the portfolio, ranked #97.

Atlas Private Wealth Management first reported a position in BA in Q4 2019 and has held it in 18 quarters since. The position peaked at $963K in Q4 2019. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Atlas Private Wealth Management held 2,118 shares of Boeing worth $409K as of Q1 2024.
  • Atlas Private Wealth Management sold 22 Boeing shares in Q1 2024, an estimated $4.52K.
  • Boeing made up 0.17% of Atlas Private Wealth Management's portfolio in Q1 2024, its #97 holding.
  • Atlas Private Wealth Management first reported a position in Boeing in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's Boeing position peaked at $963K in Q4 2019.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.