Blodgett Wealth Advisors’s Boeing BA Stock Holding History

Blodgett 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	–	Sell	-1,000	Closed	-$212K	–	66
2023 Q1	$212K	Sell	1,000 -350	-26%	-$72.7K	0.25%	57
2022 Q4	$257K	Buy	+1,350	New	+$221K	0.31%	51
2022 Q2	–	Sell	-3,185	Closed	-$610K	–	71
2022 Q1	$610K	Sell	3,185 -1,100	-26%	-$221K	0.51%	41
2021 Q4	$863K	Buy	+4,285	New	+$905K	0.67%	36

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

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

Blodgett Wealth Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 1,000 shares — an estimated $212K sold.

Blodgett Wealth Advisors first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $863K in Q4 2021. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Blodgett Wealth Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Blodgett Wealth Advisors sold 1,000 Boeing shares in Q2 2023, an estimated $212K.
Blodgett Wealth Advisors first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
Blodgett Wealth Advisors's Boeing position peaked at $863K in Q4 2021.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.