Barber Financial Group’s Boeing BA Stock Holding History

Barber Financial Group’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
2023 Q1	$242K	Sell	1,137 -17	-1%	-$3.53K	0.04%	125
2022 Q4	$220K	Buy	+1,154	New	+$189K	0.06%	123
2022 Q2	–	Sell	-1,232	Closed	-$236K	–	146
2022 Q1	$236K	Hold	1,232	–	–	0.03%	136
2021 Q4	$248K	Buy	1,232 +124	+11%	+$26.2K	0.03%	143
2021 Q3	$244K	Sell	1,108 -10	-0.9%	-$2.23K	0.03%	143
2021 Q2	$268K	Sell	1,118 -1	-0.1%	-$242	0.04%	128
2021 Q1	$285K	Sell	1,119 -293	-21%	-$65.1K	0.04%	112
2020 Q4	$302K	Sell	1,412 -732	-34%	-$141K	0.06%	105
2020 Q3	$354K	Buy	2,144 +5	+0.2%	+$852	0.08%	90
2020 Q2	$392K	Buy	+2,139	New	+$329K	0.09%	81

Other funds holding BA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Barber Financial Group's BA Position: Q1 2023 in Review

Barber Financial Group reduced its Boeing (BA) stake by 1.5% in Q1 2023, selling an estimated $3.53K and leaving 1,137 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #125.

Barber Financial Group first reported a position in BA in Q2 2020 and has held it in 10 quarters since. The position peaked at $392K in Q2 2020. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Barber Financial Group held 1,137 shares of Boeing worth $242K as of Q1 2023.
Barber Financial Group sold 17 Boeing shares in Q1 2023, an estimated $3.53K.
Boeing made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #125 holding.
Barber Financial Group first reported a position in Boeing in Q2 2020 and has held it in 10 quarters since.
Barber Financial Group's Boeing position peaked at $392K in Q2 2020.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.