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Cardiff Park Advisors’s Boeing BA Stock Holding History

Cardiff Park 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
Q1 		– Sell
-828
Closed -$216K – 351
2023
Q4 		$216K Buy
+828
New +$177K 0.02% 225
2023
Q1 		– Sell
-1,828
Closed -$348K – 318
2022
Q4 		$348K Buy
+1,828
New +$299K 0.05% 179
2022
Q2 		– Sell
-1,236
Closed -$237K – 321
2022
Q1 		$237K Buy
1,236
+224
+22% +$45K 0.03% 209
2021
Q4 		$204K Buy
+1,012
New +$214K 0.03% 234

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cardiff Park Advisors's BA Position: Q1 2024 in Review

Cardiff Park Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 828 shares — an estimated $216K sold.

Cardiff Park Advisors first reported a position in BA in Q4 2021 and held it in 4 quarters. The position peaked at $348K in Q4 2022. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Cardiff Park Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Cardiff Park Advisors sold 828 Boeing shares in Q1 2024, an estimated $216K.
  • Cardiff Park Advisors first reported a position in Boeing in Q4 2021 and held it in 4 quarters.
  • Cardiff Park Advisors's Boeing position peaked at $348K in Q4 2022.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Cardiff Park Advisors's 13F filing for Q1 2024, filed 14 May 2024.