Bull Oak Capital’s Boeing BA Stock Holding History

Bull Oak Capital’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	-45	Closed	-$8.63K	–	44
2023 Q3	$8.63K	Buy	+45	New	+$9.85K	0.01%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bull Oak Capital's BA Position: Q4 2023 in Review

Bull Oak Capital sold out of Boeing (BA) in Q4 2023, closing a stake of 45 shares — an estimated $8.63K sold.

Bull Oak Capital first reported a position in BA in Q3 2023 and held it in 1 quarter. The position peaked at $8.63K in Q3 2023. 2,483 funds tracked by Wall St. Rank hold BA as of Q4 2023.

Bull Oak Capital reported no remaining Boeing position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 45 Boeing shares in Q4 2023, an estimated $8.63K.
Bull Oak Capital first reported a position in Boeing in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's Boeing position peaked at $8.63K in Q3 2023.
2,483 funds tracked by Wall St. Rank held Boeing as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.