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Baystate Wealth Management’s Boeing BA Stock Holding History

Baystate Wealth Management’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
Q4 		$88.8K Sell
340
-41
-11% -$8.77K 0.01% 289
2023
Q3 		$73.1K Hold
381
– – 0.01% 284
2023
Q2 		$80.6K Sell
381
-23
-6% -$4.78K 0.01% 276
2023
Q1 		$85.9K Buy
404
+3
+0.7% +$623 0.01% 273
2022
Q4 		$76K Hold
401
– – 0.01% 281
2022
Q3 		$49K Hold
401
– – 0.01% 307
2022
Q2 		$55K Buy
401
+53
+15% +$7.82K 0.01% 310
2022
Q1 		$67K Hold
348
– – 0.01% 287
2021
Q4 		$70K Sell
348
-209
-38% -$44.2K 0.01% 283
2021
Q3 		$123K Sell
557
-163
-23% -$36.4K 0.01% 192
2021
Q2 		$173K Hold
720
– – 0.02% 156
2021
Q1 		$183K Buy
720
+149
+26% +$33.1K 0.02% 145
2020
Q4 		$122K Buy
571
+163
+40% +$31.3K 0.01% 157
2020
Q3 		$67K Hold
408
– – 0.01% 190
2020
Q2 		$75K Buy
408
+21
+5% +$3.23K 0.01% 184
2020
Q1 		$58K Sell
387
-118
-23% -$32.3K 0.01% 181
2019
Q4 		$164K Buy
505
+78
+18% +$27.6K 0.02% 128
2019
Q3 		$163K Sell
427
-155
-27% -$55.4K 0.02% 117
2019
Q2 		$207K Sell
582
-123
-17% -$44.9K 0.03% 103
2019
Q1 		$265K Sell
705
-79
-10% -$30.4K 0.04% 96
2018
Q4 		$286K Sell
784
-210
-21% -$72.5K 0.04% 82
2018
Q3 		$366K Buy
994
+24
+2% +$8.43K 0.06% 61
2018
Q2 		$330K Buy
970
+9
+0.9% +$3.1K 0.05% 64
2018
Q1 		$326K Buy
961
+721
+300% +$244K 0.05% 59
2017
Q4 		$81K Sell
240
-22
-8% -$5.96K 0.01% 152
2017
Q3 		$68K Hold
262
– – 0.01% 157
2017
Q2 		$55K Hold
262
– – 0.01% 170
2017
Q1 		$46K Buy
262
+50
+24% +$8.52K 0.01% 180
2016
Q4 		$34K Buy
+212
New +$31K 0.01% 177
2013
Q3 		– Sell
-1,000
Closed -$102K – 42
2013
Q2 		$102K Buy
+1,000
New +$95K 0.05% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Baystate Wealth Management's BA Position: Q4 2023 in Review

Baystate Wealth Management reduced its Boeing (BA) stake by 11% in Q4 2023, selling an estimated $8.77K and leaving 340 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #289.

Baystate Wealth Management first reported a position in BA in Q2 2013 and has held it in 30 quarters since. The position peaked at $366K in Q3 2018. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Baystate Wealth Management held 340 shares of Boeing worth $88.8K as of Q4 2023.
  • Baystate Wealth Management sold 41 Boeing shares in Q4 2023, an estimated $8.77K.
  • Boeing made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #289 holding.
  • Baystate Wealth Management first reported a position in Boeing in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Boeing position peaked at $366K in Q3 2018.
  • 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.