Carter Financial Group’s Boeing BA Stock Holding History

Carter Financial Group’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 Q1	$312K	Buy	+1,629	New	+$327K	0.42%	33

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Carter Financial Group's BA Position: Q1 2022 in Review

Carter Financial Group opened a new position in Boeing (BA) in Q1 2022: 1,629 shares worth $312K. The stake represents 0.42% of the portfolio and ranks #33 among its holdings.

2,151 funds tracked by Wall St. Rank hold BA as of Q1 2022.

Carter Financial Group held 1,629 shares of Boeing worth $312K as of Q1 2022.
Boeing was a new Carter Financial Group position in Q1 2022.
Boeing made up 0.42% of Carter Financial Group's portfolio in Q1 2022, its #33 holding.
2,151 funds tracked by Wall St. Rank held Boeing as of Q1 2022.

Based on Carter Financial Group's 13F filing for Q1 2022, filed 3 May 2022.