BAWC
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Boyce & Associates Wealth Consulting’s Boeing BA Stock Holding History

Boyce & Associates Wealth Consulting’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
-915
Closed -$238K – 60
2023
Q4 		$238K Buy
+915
New +$196K 0.35% 47

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

Boyce & Associates Wealth Consulting's BA Position: Q1 2024 in Review

Boyce & Associates Wealth Consulting sold out of Boeing (BA) in Q1 2024, closing a stake of 915 shares — an estimated $238K sold.

Boyce & Associates Wealth Consulting first reported a position in BA in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 2,195 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Boyce & Associates Wealth Consulting reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 915 Boeing shares in Q1 2024, an estimated $238K.
  • Boyce & Associates Wealth Consulting first reported a position in Boeing in Q4 2023 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Boeing position peaked at $238K in Q4 2023.
  • 2,195 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q1 2024, filed 10 Apr 2024.