Cassady Schiller Wealth Management’s Boeing BA Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$17K	Buy	96 +94	+4,700%	+$14.8K	0.01%	295
2024 Q3	$304	Sell	2 -33	-94%	-$5.66K	﹤0.01%	454
2024 Q2	$6.37K	Hold	35	–	–	﹤0.01%	340
2024 Q1	$6.75K	Hold	35	–	–	﹤0.01%	356
2023 Q4	$9.12K	Hold	35	–	–	﹤0.01%	327
2023 Q3	$6.71K	Buy	35 +1	+3%	+$219	﹤0.01%	353
2023 Q2	$7.18K	Buy	34 +23	+209%	+$4.78K	﹤0.01%	362
2023 Q1	$17.2K	Sell	11 -69	-86%	-$14.3K	0.01%	282
2022 Q4	$15.2K	Buy	+80	New	+$13.1K	0.01%	290
2022 Q1	–	Sell	-11	Closed	-$2K	–	153
2021 Q4	$2K	Buy	+11	New	+$2.32K	﹤0.01%	389

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's BA Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Boeing (BA) stake by 4,700% in Q4 2024, buying an estimated $14.8K and bringing the position to 96 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #295.

Cassady Schiller Wealth Management first reported a position in BA in Q4 2021 and has held it in 10 quarters since. The position peaked at $17.2K in Q1 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

Cassady Schiller Wealth Management held 96 shares of Boeing worth $17K as of Q4 2024.
Cassady Schiller Wealth Management bought 94 Boeing shares in Q4 2024, an estimated $14.8K.
Boeing made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #295 holding.
Cassady Schiller Wealth Management first reported a position in Boeing in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Boeing position peaked at $17.2K in Q1 2023.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.