Avitas Wealth Management’s Boeing BA Stock Holding History

Avitas 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 Q3	–	Sell	-6,863	Closed	-$1.25M	–	198
2024 Q2	$1.25M	Buy	6,863 +50	+0.7%	+$8.91K	0.18%	125
2024 Q1	$1.31M	Buy	6,813 +81	+1%	+$16.6K	0.2%	123
2023 Q4	$1.75M	Buy	+6,732	New	+$1.44M	0.29%	96
2022 Q2	–	Sell	-5,161	Closed	-$988K	–	198
2022 Q1	$988K	Buy	+5,161	New	+$1.04M	0.18%	128
2021 Q3	–	Sell	-10,945	Closed	-$2.62M	–	196
2021 Q2	$2.62M	Buy	10,945 +282	+3%	+$68.2K	0.47%	83
2021 Q1	$2.72M	Sell	10,663 -352	-3%	-$78.2K	0.53%	73
2020 Q4	$2.36M	Buy	11,015 +101	+0.9%	+$19.4K	0.48%	89
2020 Q3	$1.8M	Buy	10,914 +2,428	+29%	+$414K	0.5%	77
2020 Q2	$1.55M	Buy	8,486 +486	+6%	+$74.7K	0.52%	76
2020 Q1	$1.19M	Buy	+8,000	New	+$2.19M	0.54%	71

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

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

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

Avitas Wealth Management's BA Position: Q3 2024 in Review

Avitas Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 6,863 shares — an estimated $1.25M sold.

Avitas Wealth Management first reported a position in BA in Q1 2020 and held it in 10 quarters. The position peaked at $2.72M in Q1 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Avitas Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Avitas Wealth Management sold 6,863 Boeing shares in Q3 2024, an estimated $1.25M.
Avitas Wealth Management first reported a position in Boeing in Q1 2020 and held it in 10 quarters.
Avitas Wealth Management's Boeing position peaked at $2.72M in Q1 2021.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Avitas Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.