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Beverly Hills Private Wealth’s Boeing BA Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-1,458
Closed -$265K – 340
2024
Q2 		$265K Sell
1,458
-260
-15% -$46.3K 0.06% 290
2024
Q1 		$332K Sell
1,718
-300
-15% -$61.6K 0.08% 261
2023
Q4 		$526K Sell
2,018
-15
-0.7% -$3.21K 0.14% 157
2023
Q3 		$390K Sell
2,033
-880
-30% -$193K 0.12% 190
2023
Q2 		$674K Buy
2,913
+302
+12% +$62.7K 0.11% 196
2023
Q1 		$555K Buy
+2,611
New +$542K 0.17% 135

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beverly Hills Private Wealth's BA Position: Q3 2024 in Review

Beverly Hills Private Wealth sold out of Boeing (BA) in Q3 2024, closing a stake of 1,458 shares — an estimated $265K sold.

Beverly Hills Private Wealth first reported a position in BA in Q1 2023 and held it in 6 quarters. The position peaked at $674K in Q2 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Beverly Hills Private Wealth reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,458 Boeing shares in Q3 2024, an estimated $265K.
  • Beverly Hills Private Wealth first reported a position in Boeing in Q1 2023 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Boeing position peaked at $674K in Q2 2023.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.