BWA
BA icon

Beam Wealth Advisors’s Boeing BA Stock Holding History

Beam 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
2024
Q1 		– Sell
-820
Closed -$214K – 115
2023
Q4 		$214K Buy
+820
New +$175K 0.14% 96
2020
Q1 		– Sell
-5,202
Closed -$1.7M – 145
2019
Q4 		$1.7M Buy
+5,202
New +$1.84M 1.58% 10

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beam Wealth Advisors's BA Position: Q1 2024 in Review

Beam Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 820 shares — an estimated $214K sold.

Beam Wealth Advisors first reported a position in BA in Q4 2019 and held it in 2 quarters. The position peaked at $1.7M in Q4 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Beam Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 820 Boeing shares in Q1 2024, an estimated $214K.
  • Beam Wealth Advisors first reported a position in Boeing in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's Boeing position peaked at $1.7M in Q4 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Beam Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.