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Capital Wealth Alliance’s Boeing BA Stock Holding History

Capital Wealth Alliance’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
-1,265
Closed -$230K – 80
2024
Q2 		$230K Sell
1,265
-186
-13% -$33.2K 0.13% 88
2024
Q1 		$280K Sell
1,451
-28
-2% -$5.75K 0.17% 78
2023
Q4 		$386K Sell
1,479
-142
-9% -$30.4K 0.26% 67
2023
Q3 		$311K Hold
1,621
– – 0.23% 73
2023
Q2 		$342K Sell
1,621
-420
-21% -$87.2K 0.26% 76
2023
Q1 		$434K Buy
2,041
+60
+3% +$12.5K 0.35% 70
2022
Q4 		$377K Sell
1,981
-577
-23% -$94.4K 0.32% 73
2022
Q3 		$310K Buy
2,558
+1
+0% +$153 0.26% 81
2022
Q2 		$349K Buy
2,557
+40
+2% +$5.9K 0.24% 89
2022
Q1 		$482K Sell
2,517
-132
-5% -$26.5K 0.29% 81
2021
Q4 		$533K Buy
2,649
+10
+0.4% +$2.11K 0.31% 79
2021
Q3 		$572K Sell
2,639
-54
-2% -$12K 0.35% 75
2021
Q2 		$557K Buy
2,693
+43
+2% +$10.4K 0.36% 75
2021
Q1 		$675K Sell
2,650
-77
-3% -$17.1K 0.45% 66
2020
Q4 		$548K Sell
2,727
-54
-2% -$10.4K 0.4% 69
2020
Q3 		$460K Buy
2,781
+1,117
+67% +$190K 0.41% 59
2020
Q2 		$305K Buy
+1,664
New +$256K 0.32% 67
2020
Q1 		– Sell
-940
Closed -$299K – 106
2019
Q4 		$299K Buy
+940
New +$333K 0.25% 69

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

Capital Wealth Alliance's BA Position: Q3 2024 in Review

Capital Wealth Alliance sold out of Boeing (BA) in Q3 2024, closing a stake of 1,265 shares — an estimated $230K sold.

Capital Wealth Alliance first reported a position in BA in Q4 2019 and held it in 18 quarters. The position peaked at $675K in Q1 2021. 1,956 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Capital Wealth Alliance reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 1,265 Boeing shares in Q3 2024, an estimated $230K.
  • Capital Wealth Alliance first reported a position in Boeing in Q4 2019 and held it in 18 quarters.
  • Capital Wealth Alliance's Boeing position peaked at $675K in Q1 2021.
  • 1,956 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.