B
BA icon

Bellecapital’s Boeing BA Stock Holding History

Bellecapital’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
-1,752
Closed -$457K – 165
2023
Q4 		$457K Sell
1,752
-146
-8% -$31.2K 0.1% 99
2023
Q3 		$364K Sell
1,898
-20
-1% -$4.38K 0.09% 120
2023
Q2 		$405K Sell
1,918
-617
-24% -$128K 0.1% 112
2023
Q1 		$539K Sell
2,535
-398
-14% -$82.7K 0.13% 105
2022
Q4 		$559K Hold
2,933
– – 0.16% 95
2022
Q3 		$355K Buy
2,933
+145
+5% +$22.2K 0.11% 125
2022
Q2 		$381K Sell
2,788
-145
-5% -$21.4K 0.11% 135
2022
Q1 		$562K Buy
2,933
+796
+37% +$160K 0.18% 100
2021
Q4 		$430K Sell
2,137
-1,508
-41% -$319K 0.12% 131
2021
Q3 		$802K Sell
3,645
-62
-2% -$13.8K 0.24% 82
2021
Q2 		$888K Sell
3,707
-466
-11% -$113K 0.27% 70
2021
Q1 		$1.06M Hold
4,173
– – 0.33% 59
2020
Q4 		$893K Buy
4,173
+2,303
+123% +$443K 0.3% 62
2020
Q3 		$309K Hold
1,870
– – 0.14% 120
2020
Q2 		$343K Buy
+1,870
New +$287K 0.16% 95
2020
Q1 		– Sell
-1,166
Closed -$380K – 151
2019
Q4 		$380K Buy
1,166
+220
+23% +$77.9K 0.19% 101
2019
Q3 		$360K Buy
946
+23
+2% +$8.22K 0.22% 93
2019
Q2 		$336K Sell
923
-327
-26% -$119K 0.21% 89
2019
Q1 		$477K Sell
1,250
-300
-19% -$115K 0.3% 68
2018
Q4 		$500K Buy
1,550
+527
+52% +$182K 0.36% 56
2018
Q3 		$380K Hold
1,023
– – 0.25% 63
2018
Q2 		$343K Hold
1,023
– – 0.25% 62
2018
Q1 		$335K Buy
1,023
+200
+24% +$67.6K 0.31% 60
2017
Q4 		$243K Buy
+823
New +$223K 0.2% 68

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

Bellecapital's BA Position: Q1 2024 in Review

Bellecapital sold out of Boeing (BA) in Q1 2024, closing a stake of 1,752 shares — an estimated $457K sold.

Bellecapital first reported a position in BA in Q4 2017 and held it in 24 quarters. The position peaked at $1.06M in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Bellecapital reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Bellecapital sold 1,752 Boeing shares in Q1 2024, an estimated $457K.
  • Bellecapital first reported a position in Boeing in Q4 2017 and held it in 24 quarters.
  • Bellecapital's Boeing position peaked at $1.06M in Q1 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Bellecapital's 13F filing for Q1 2024, filed 3 May 2024.