Atria Wealth Solutions’s Boeing BA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$3.56M	Sell	16,941 -31,695	-65%	-$5.99M	0.08%	272
2025 Q1	$8.29M	Sell	48,636 -1,649	-3%	-$285K	0.1%	217
2024 Q4	$8.9M	Sell	50,285 -9,432	-16%	-$1.48M	0.1%	210
2024 Q3	$9.08M	Sell	59,717 -8,732	-13%	-$1.5M	0.1%	208
2024 Q2	$12.5M	Sell	68,449 -13,092	-16%	-$2.33M	0.14%	156
2024 Q1	$15.7M	Sell	81,541 -3,337	-4%	-$686K	0.18%	124
2023 Q4	$22.1M	Sell	84,878 -6,723	-7%	-$1.44M	0.28%	75
2023 Q3	$17.6M	Sell	91,601 -1,201	-1%	-$263K	0.25%	90
2023 Q2	$19.6M	Buy	92,802 +3,353	+4%	+$696K	0.27%	79
2023 Q1	$19M	Sell	89,449 -2,383	-3%	-$495K	0.28%	79
2022 Q4	$17.5M	Buy	91,832 +1,115	+1%	+$182K	0.28%	84
2022 Q3	$11M	Buy	90,717 +16,526	+22%	+$2.53M	0.19%	115
2022 Q2	$6.87M	Buy	74,191 +244	+0.3%	+$36K	0.14%	174
2022 Q1	$14.2M	Buy	+73,947	New	+$14.8M	0.24%	88

Other funds holding BA

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

BlackRock New York $5.7T AUM 30.48% 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

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

Newport Trust Company

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

Capital World Investors

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

Geode Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Loomis, Sayles & Company

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