Cascade Investment Advisors’s Boeing BA Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-820	Closed	-$174K	–	119
2023 Q1	$174K	Buy	+820	New	+$170K	0.14%	106
2022 Q3	–	Sell	-820	Closed	-$112K	–	113
2022 Q2	$112K	Hold	820	–	–	0.09%	122
2022 Q1	$157K	Buy	820 +20	+3%	+$4.01K	0.1%	123
2021 Q4	$161K	Hold	800	–	–	0.09%	121
2021 Q3	$176K	Hold	800	–	–	0.11%	113
2021 Q2	$192K	Hold	800	–	–	0.12%	111
2021 Q1	$204K	Hold	800	–	–	0.13%	109
2020 Q4	$171K	Hold	800	–	–	0.13%	111
2020 Q3	$132K	Hold	800	–	–	0.11%	115
2020 Q2	$147K	Hold	800	–	–	0.14%	106
2020 Q1	$119K	Sell	800 -100	-11%	-$27.4K	0.13%	108
2019 Q4	$293K	Sell	900 -900	-50%	-$319K	0.22%	97
2019 Q3	$685K	Buy	1,800 +800	+80%	+$286K	0.53%	80
2019 Q2	$364K	Buy	1,000 +100	+11%	+$36.5K	0.31%	84
2019 Q1	$343K	Hold	900	–	–	0.31%	83
2018 Q4	$290K	Hold	900	–	–	0.29%	83
2018 Q3	$335K	Hold	900	–	–	0.28%	88
2018 Q2	$302K	Sell	900 -700	-44%	-$241K	0.27%	90
2018 Q1	$525K	Buy	1,600 +800	+100%	+$270K	0.41%	81
2017 Q4	$236K	Hold	800	–	–	0.19%	96
2017 Q3	$203K	Sell	800 -15	-2%	-$3.5K	0.17%	94
2017 Q2	$161K	Hold	815	–	–	0.14%	98
2017 Q1	$144K	Sell	815 -875	-52%	-$149K	0.13%	92
2016 Q4	$263K	Buy	+1,690	New	+$247K	0.22%	79
2016 Q2	$136K	Buy	+1,050	New	+$137K	0.13%	83

Other funds holding BA

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cascade Investment Advisors's BA Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Boeing (BA) in Q2 2023, closing a stake of 820 shares — an estimated $174K sold.

Cascade Investment Advisors first reported a position in BA in Q2 2016 and held it in 25 quarters. The position peaked at $685K in Q3 2019. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Cascade Investment Advisors reported no remaining Boeing position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 820 Boeing shares in Q2 2023, an estimated $174K.
Cascade Investment Advisors first reported a position in Boeing in Q2 2016 and held it in 25 quarters.
Cascade Investment Advisors's Boeing position peaked at $685K in Q3 2019.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.