BFG
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Baron Financial Group’s Boeing BA Stock Holding History

Baron 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
2022
Q3 		– Sell
-470
Closed -$64.3K – 65
2022
Q2 		$64.3K Hold
470
– – 0.04% 74
2022
Q1 		$90K Hold
470
– – 0.05% 69
2021
Q4 		$94.6K Hold
470
– – 0.05% 67
2021
Q3 		$103K Hold
470
– – 0.06% 66
2021
Q2 		$113K Sell
470
-40
-8% -$9.67K 0.07% 62
2021
Q1 		$130K Hold
510
– – 0.09% 58
2020
Q4 		$109K Buy
510
+10
+2% +$1.92K 0.09% 60
2020
Q3 		$82.6K Buy
+500
New +$85.2K 0.08% 67

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baron Financial Group's BA Position: Q3 2022 in Review

Baron Financial Group sold out of Boeing (BA) in Q3 2022, closing a stake of 470 shares — an estimated $64.3K sold.

Baron Financial Group first reported a position in BA in Q3 2020 and held it in 8 quarters. The position peaked at $130K in Q1 2021. 1,828 funds tracked by Wall St. Rank hold BA as of Q3 2022.

  • Baron Financial Group reported no remaining Boeing position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 470 Boeing shares in Q3 2022, an estimated $64.3K.
  • Baron Financial Group first reported a position in Boeing in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Boeing position peaked at $130K in Q1 2021.
  • 1,828 funds tracked by Wall St. Rank held Boeing as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.