APW
BA icon

Axim Planning & Wealth’s Boeing BA Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-10
Closed -$1K – 36
2022
Q3 		$1K Sell
10
-55
-85% -$8.44K ﹤0.01% 154
2022
Q2 		$9K Buy
+65
New +$9.59K 0.01% 94

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axim Planning & Wealth's BA Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Boeing (BA) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in BA in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Boeing position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 10 Boeing shares in Q4 2022, an estimated $1K.
  • Axim Planning & Wealth first reported a position in Boeing in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Boeing position peaked at $9K in Q2 2022.
  • 2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.