Brown Miller Wealth Management’s Boeing BA Stock Holding History

Brown Miller 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 Q3	–	Sell	-1,292	Closed	-$235K	–	128
2024 Q2	$235K	Buy	1,292 +14	+1%	+$2.5K	0.1%	116
2024 Q1	$247K	Buy	1,278 +5	+0.4%	+$1.03K	0.11%	111
2023 Q4	$332K	Buy	1,273 +1	+0.1%	+$214	0.17%	97
2023 Q3	$244K	Hold	1,272	–	–	0.14%	110
2023 Q2	$269K	Sell	1,272 -1	-0.1%	-$208	0.15%	106
2023 Q1	$270K	Sell	1,273 -145	-10%	-$30.1K	0.16%	107
2022 Q4	$270K	Buy	+1,418	New	+$232K	0.17%	106
2022 Q2	–	Sell	-1,419	Closed	-$272K	–	115
2022 Q1	$272K	Buy	1,419 +201	+17%	+$40.3K	0.16%	100
2021 Q4	$245K	Hold	1,218	–	–	0.14%	108
2021 Q3	$268K	Hold	1,218	–	–	0.17%	103
2021 Q2	$291K	Hold	1,218	–	–	0.19%	97
2021 Q1	$310K	Sell	1,218 -1	-0.1%	-$222	0.22%	90
2020 Q4	$261K	Buy	+1,219	New	+$234K	0.2%	94

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Miller Wealth Management's BA Position: Q3 2024 in Review

Brown Miller Wealth Management sold out of Boeing (BA) in Q3 2024, closing a stake of 1,292 shares — an estimated $235K sold.

Brown Miller Wealth Management first reported a position in BA in Q4 2020 and held it in 13 quarters. The position peaked at $332K in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Brown Miller Wealth Management reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Brown Miller Wealth Management sold 1,292 Boeing shares in Q3 2024, an estimated $235K.
Brown Miller Wealth Management first reported a position in Boeing in Q4 2020 and held it in 13 quarters.
Brown Miller Wealth Management's Boeing position peaked at $332K in Q4 2023.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Brown Miller Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.