BDO Wealth Advisors’s Boeing BA Stock Holding History

BDO Wealth Advisors’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 Q2	$1.17M	Buy	5,530 +117	+2%	+$24.3K	0.13%	121
2023 Q1	$1.15M	Sell	5,413 -9,000	-62%	-$1.87M	0.14%	118
2022 Q4	$2.75M	Sell	14,413 -2,370	-14%	-$388K	0.34%	63
2022 Q3	$2.03M	Buy	16,783 +6,942	+71%	+$1.06M	0.27%	78
2022 Q2	$1.34M	Sell	9,841 -862	-8%	-$127K	0.17%	110
2022 Q1	$2.05M	Sell	10,703 -1,083	-9%	-$217K	0.22%	86
2021 Q4	$2.37M	Sell	11,786 -815	-6%	-$172K	0.25%	77
2021 Q3	$2.77M	Sell	12,601 -970	-7%	-$216K	0.31%	61
2021 Q2	$3.25M	Sell	13,571 -547	-4%	-$132K	0.36%	51
2021 Q1	$3.6M	Buy	14,118 +11,756	+498%	+$2.61M	0.42%	46
2020 Q4	$506K	Buy	2,362 +425	+22%	+$81.7K	0.07%	145
2020 Q3	$320K	Buy	1,937 +184	+10%	+$31.4K	0.05%	170
2020 Q2	$321K	Sell	1,753 -321	-15%	-$49.3K	0.06%	165
2020 Q1	$309K	Buy	2,074 +579	+39%	+$158K	0.06%	158
2019 Q4	$487K	Buy	1,495 +1	+0.1%	+$354	0.13%	112
2019 Q3	$568K	Sell	1,494 -114	-7%	-$40.8K	0.15%	110
2019 Q2	$585K	Sell	1,608 -109	-6%	-$39.7K	0.16%	103
2019 Q1	$655K	Sell	1,717 -149	-8%	-$57.4K	0.19%	95
2018 Q4	$602K	Sell	1,866 -101	-5%	-$34.9K	0.21%	89
2018 Q3	$731K	Sell	1,967 -22	-1%	-$7.73K	0.24%	78
2018 Q2	$667K	Buy	1,989 +231	+13%	+$79.5K	0.23%	84
2018 Q1	$576K	Buy	1,758 +1,058	+151%	+$357K	0.22%	80
2017 Q4	$206K	Sell	700 -50	-7%	-$13.5K	0.09%	110
2017 Q3	$191K	Sell	750 -897	-54%	-$209K	0.09%	106
2017 Q2	$326K	Buy	+1,647	New	+$307K	0.14%	102

Other funds holding BA

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's BA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Boeing (BA) stake by 2.2% in Q2 2023, buying an estimated $24.3K and bringing the position to 5,530 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #121.

BDO Wealth Advisors first reported a position in BA in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.6M in Q1 2021. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

BDO Wealth Advisors held 5,530 shares of Boeing worth $1.17M as of Q2 2023.
BDO Wealth Advisors bought 117 Boeing shares in Q2 2023, an estimated $24.3K.
Boeing made up 0.13% of BDO Wealth Advisors's portfolio in Q2 2023, its #121 holding.
BDO Wealth Advisors first reported a position in Boeing in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Boeing position peaked at $3.6M in Q1 2021.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.