BA
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Bridge Advisory’s Boeing BA Stock Holding History

Bridge Advisory’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 		$254K Hold
1,670
– – 0.12% 87
2024
Q2 		$304K Sell
1,670
-100
-6% -$17.8K 0.15% 80
2024
Q1 		$342K Sell
1,770
-5
-0.3% -$1.03K 0.17% 81
2023
Q4 		$463K Sell
1,775
-712
-29% -$152K 0.23% 75
2023
Q3 		$477K Buy
2,487
+238
+11% +$52.1K 0.17% 93
2023
Q2 		$475K Hold
2,249
– – 0.17% 88
2023
Q1 		$478K Sell
2,249
-13
-0.6% -$2.7K 0.18% 83
2022
Q4 		$431K Hold
2,262
– – 0.18% 87
2022
Q3 		$274K Sell
2,262
-100
-4% -$15.3K 0.13% 96
2022
Q2 		$348K Buy
2,362
+100
+4% +$14.8K 0.17% 83
2022
Q1 		$433K Hold
2,262
– – 0.19% 70
2021
Q4 		$455K Hold
2,262
– – 0.21% 71
2021
Q3 		$497K Sell
2,262
-20
-0.9% -$4.46K 0.24% 54
2021
Q2 		$547K Sell
2,282
-204
-8% -$49.3K 0.28% 48
2021
Q1 		$633K Buy
2,486
+200
+9% +$44.5K 0.39% 31
2020
Q4 		$489K Buy
+2,286
New +$439K 0.23% 52

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

Bridge Advisory's BA Position: Q3 2024 in Review

Bridge Advisory held its Boeing (BA) position steady in Q3 2024 at 1,670 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #87.

Bridge Advisory first reported a position in BA in Q4 2020 and has held it in 16 quarters since. The position peaked at $633K in Q1 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Bridge Advisory held 1,670 shares of Boeing worth $254K as of Q3 2024.
  • Bridge Advisory left its Boeing share count unchanged in Q3 2024.
  • Boeing made up 0.12% of Bridge Advisory's portfolio in Q3 2024, its #87 holding.
  • Bridge Advisory first reported a position in Boeing in Q4 2020 and has held it in 16 quarters since.
  • Bridge Advisory's Boeing position peaked at $633K in Q1 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.