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BKM Wealth Management’s Boeing BA Stock Holding History

BKM 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
2024
Q2 		– Sell
-591
Closed -$114K – 143
2024
Q1 		$114K Buy
591
+20
+4% +$4.11K 0.05% 177
2023
Q4 		$149K Buy
+571
New +$122K 0.06% 172

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BKM Wealth Management's BA Position: Q2 2024 in Review

BKM Wealth Management sold out of Boeing (BA) in Q2 2024, closing a stake of 591 shares — an estimated $114K sold.

BKM Wealth Management first reported a position in BA in Q4 2023 and held it in 2 quarters. The position peaked at $149K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • BKM Wealth Management reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 591 Boeing shares in Q2 2024, an estimated $114K.
  • BKM Wealth Management first reported a position in Boeing in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Boeing position peaked at $149K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.