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Bard Financial Services’s Boeing BA Stock Holding History

Bard Financial Services’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
Q2 		– Sell
-1,605
Closed -$310K – 224
2024
Q1 		$310K Sell
1,605
-625
-28% -$128K 0.03% 184
2023
Q4 		$581K Buy
2,230
+230
+12% +$49.2K 0.07% 146
2023
Q3 		$383K Buy
2,000
+125
+7% +$27.3K 0.05% 163
2023
Q2 		$396K Hold
1,875
– – 0.03% 232
2023
Q1 		$398K Sell
1,875
-250
-12% -$51.9K 0.03% 226
2022
Q4 		$405K Buy
2,125
+125
+6% +$20.4K 0.03% 217
2022
Q3 		$242K Buy
2,000
+450
+29% +$69K 0.02% 255
2022
Q2 		$212K Sell
1,550
-225
-13% -$33.2K 0.02% 269
2022
Q1 		$340K Sell
1,775
-375
-17% -$75.3K 0.03% 228
2021
Q4 		$433K Buy
2,150
+75
+4% +$15.8K 0.03% 198
2021
Q3 		$456K Sell
2,075
-110
-5% -$24.5K 0.04% 188
2021
Q2 		$523K Buy
2,185
+75
+4% +$18.1K 0.05% 186
2021
Q1 		$537K Sell
2,110
-350
-14% -$77.8K 0.05% 171
2020
Q4 		$527K Buy
+2,460
New +$473K 0.05% 173

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bard Financial Services's BA Position: Q2 2024 in Review

Bard Financial Services sold out of Boeing (BA) in Q2 2024, closing a stake of 1,605 shares — an estimated $310K sold.

Bard Financial Services first reported a position in BA in Q4 2020 and held it in 14 quarters. The position peaked at $581K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Bard Financial Services reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Bard Financial Services sold 1,605 Boeing shares in Q2 2024, an estimated $310K.
  • Bard Financial Services first reported a position in Boeing in Q4 2020 and held it in 14 quarters.
  • Bard Financial Services's Boeing position peaked at $581K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Bard Financial Services's 13F filing for Q2 2024, filed 9 Jul 2024.