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Baldwin Wealth Partners’s Boeing BA Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-605
Closed -$92K – 295
2024
Q3 		$92K Buy
605
+5
+0.8% +$857 0.01% 424
2024
Q2 		$109K Buy
600
+20
+3% +$3.56K 0.01% 252
2024
Q1 		$112K Hold
580
– – 0.01% 261
2023
Q4 		$151K Sell
580
-50
-8% -$10.7K 0.01% 233
2023
Q3 		$121K Hold
630
– – 0.01% 275
2023
Q2 		$133K Hold
630
– – 0.01% 283
2023
Q1 		$134K Hold
630
– – 0.01% 286
2022
Q4 		$120K Buy
+630
New +$103K 0.01% 290
2021
Q3 		– Sell
-3
Closed -$1K – 641
2021
Q2 		$1K Buy
+3
New +$725 ﹤0.01% 634
2020
Q2 		– Sell
-82
Closed -$12K – 529
2020
Q1 		$12K Sell
82
-8,281
-99% -$2.27M ﹤0.01% 412
2019
Q4 		$2.72M Sell
8,363
-827
-9% -$293K 0.38% 60
2019
Q3 		$3.5M Buy
9,190
+2,225
+32% +$795K 0.53% 51
2019
Q2 		$2.54M Buy
6,965
+6,920
+15,378% +$2.52M 0.37% 56
2019
Q1 		$17K Sell
45
-40
-47% -$15.4K ﹤0.01% 409
2018
Q4 		$27K Hold
85
– – ﹤0.01% 348
2018
Q3 		$32K Hold
85
– – ﹤0.01% 355
2018
Q2 		$29K Sell
85
-16
-16% -$5.5K ﹤0.01% 360
2018
Q1 		$33K Hold
101
– – 0.01% 337
2017
Q4 		$30K Hold
101
– – ﹤0.01% 340
2017
Q3 		$26K Buy
+101
New +$23.5K ﹤0.01% 339

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Baldwin Wealth Partners's BA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Boeing (BA) in Q4 2024, closing a stake of 605 shares — an estimated $92K sold.

Baldwin Wealth Partners first reported a position in BA in Q3 2017 and held it in 20 quarters. The position peaked at $3.5M in Q3 2019. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 605 Boeing shares in Q4 2024, an estimated $92K.
  • Baldwin Wealth Partners first reported a position in Boeing in Q3 2017 and held it in 20 quarters.
  • Baldwin Wealth Partners's Boeing position peaked at $3.5M in Q3 2019.
  • 2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.