Buttonwood Financial Advisors’s Boeing BA Stock Holding History

Buttonwood Financial Advisors’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	-1,413	Closed	-$257K	–	97
2024 Q2	$257K	Sell	1,413 -52	-4%	-$9.27K	0.12%	90
2024 Q1	$283K	Sell	1,465 -65	-4%	-$13.4K	0.13%	89
2023 Q4	$399K	Buy	1,530 +23	+2%	+$4.92K	0.22%	77
2023 Q3	$289K	Hold	1,507	–	–	0.18%	85
2023 Q2	$318K	Hold	1,507	–	–	0.2%	80
2023 Q1	$320K	Sell	1,507 -10	-0.7%	-$2.08K	0.25%	64
2022 Q4	$289K	Sell	1,517 -45	-3%	-$7.36K	0.24%	64
2022 Q3	$207K	Hold	1,562	–	–	0.19%	69
2022 Q2	$214K	Sell	1,562 -20	-1%	-$2.95K	0.19%	69
2022 Q1	$303K	Buy	1,582 +14	+0.9%	+$2.81K	0.27%	57
2021 Q4	$316K	Buy	+1,568	New	+$331K	0.31%	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

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

Buttonwood Financial Advisors's BA Position: Q3 2024 in Review

Buttonwood Financial Advisors sold out of Boeing (BA) in Q3 2024, closing a stake of 1,413 shares — an estimated $257K sold.

Buttonwood Financial Advisors first reported a position in BA in Q4 2021 and held it in 11 quarters. The position peaked at $399K in Q4 2023. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

Buttonwood Financial Advisors reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
Buttonwood Financial Advisors sold 1,413 Boeing shares in Q3 2024, an estimated $257K.
Buttonwood Financial Advisors first reported a position in Boeing in Q4 2021 and held it in 11 quarters.
Buttonwood Financial Advisors's Boeing position peaked at $399K in Q4 2023.
1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.