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Buck Wealth Strategies’s Boeing BA Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-560
Closed -$107K – 91
2023
Q3 		$107K Buy
560
+550
+5,500% +$120K 0.04% 73
2023
Q2 		$2.11K Hold
10
– – ﹤0.01% 237
2023
Q1 		$2.12K Buy
+10
New +$2.08K ﹤0.01% 180

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Buck Wealth Strategies's BA Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Boeing (BA) in Q4 2023, closing a stake of 560 shares — an estimated $107K sold.

Buck Wealth Strategies first reported a position in BA in Q1 2023 and held it in 3 quarters. The position peaked at $107K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 560 Boeing shares in Q4 2023, an estimated $107K.
  • Buck Wealth Strategies first reported a position in Boeing in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Boeing position peaked at $107K in Q3 2023.
  • 2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.