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Canvas Wealth Advisors’s Boeing BA Stock Holding History

Canvas Wealth 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
Q2 		– Sell
-1,644
Closed -$280K – 153
2024
Q1 		$280K Buy
1,644
+445
+37% +$91.4K 0.09% 107
2023
Q4 		$261K Sell
1,199
-33
-3% -$7.06K 0.09% 108
2023
Q3 		$222K Sell
1,232
-198
-14% -$43.3K 0.09% 113
2023
Q2 		$309K Sell
1,430
-67
-4% -$13.9K 0.11% 98
2023
Q1 		$308K Sell
1,497
-597
-29% -$124K 0.13% 104
2022
Q4 		$439K Sell
2,094
-395
-16% -$64.6K 0.18% 83
2022
Q3 		$333K Buy
2,489
+450
+22% +$69K 0.14% 91
2022
Q2 		$279K Sell
2,039
-1,940
-49% -$286K 0.11% 100
2022
Q1 		$611K Sell
3,979
-783
-16% -$157K 0.22% 81
2021
Q4 		$959K Buy
4,762
+1,022
+27% +$216K 0.35% 62
2021
Q3 		$823K Buy
3,740
+2,435
+187% +$543K 0.34% 60
2021
Q2 		$313K Buy
+1,305
New +$316K 0.14% 93

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Canvas Wealth Advisors's BA Position: Q2 2024 in Review

Canvas Wealth Advisors sold out of Boeing (BA) in Q2 2024, closing a stake of 1,644 shares — an estimated $280K sold.

Canvas Wealth Advisors first reported a position in BA in Q2 2021 and held it in 12 quarters. The position peaked at $959K in Q4 2021. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Canvas Wealth Advisors reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 1,644 Boeing shares in Q2 2024, an estimated $280K.
  • Canvas Wealth Advisors first reported a position in Boeing in Q2 2021 and held it in 12 quarters.
  • Canvas Wealth Advisors's Boeing position peaked at $959K in Q4 2021.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Canvas Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.