Carroll Investors’s Boeing BA Stock Holding History

Carroll Investors’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
2022 Q2	–	Sell	-50	Closed	-$9K	–	43
2022 Q1	$9K	Sell	50 -20	-29%	-$4.01K	0.01%	129
2021 Q4	$14K	Buy	+70	New	+$14.8K	0.01%	139

Other funds holding BA

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carroll Investors's BA Position: Q2 2022 in Review

Carroll Investors sold out of Boeing (BA) in Q2 2022, closing a stake of 50 shares — an estimated $9K sold.

Carroll Investors first reported a position in BA in Q4 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 1,902 funds tracked by Wall St. Rank hold BA as of Q2 2022.

Carroll Investors reported no remaining Boeing position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 50 Boeing shares in Q2 2022, an estimated $9K.
Carroll Investors first reported a position in Boeing in Q4 2021 and held it in 2 quarters.
Carroll Investors's Boeing position peaked at $14K in Q4 2021.
1,902 funds tracked by Wall St. Rank held Boeing as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.