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Castleview Partners’s Boeing BA Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-936
Closed -$161K – 206
2024
Q4 		$161K Sell
936
-5
-0.5% -$785 0.09% 206
2024
Q3 		$143K Buy
941
+8
+0.9% +$1.37K 0.08% 195
2024
Q2 		$170K Sell
933
-477
-34% -$85K 0.1% 187
2024
Q1 		$272K Buy
1,410
+19
+1% +$3.9K 0.15% 146
2023
Q4 		$363K Buy
1,391
+931
+202% +$199K 0.25% 94
2023
Q3 		$88.2K Sell
460
-225
-33% -$49.2K 0.08% 192
2023
Q2 		$145K Buy
685
+180
+36% +$37.4K 0.13% 145
2023
Q1 		$107K Buy
+505
New +$105K 0.1% 172
2022
Q4 		– Sell
-225
Closed -$27K – 657
2022
Q3 		$27K Buy
225
+197
+704% +$30.2K 0.03% 305
2022
Q2 		$49K Sell
28
-322
-92% -$47.5K 0.04% 302
2022
Q1 		$67K Sell
350
-281,424
-100% -$56.5M 0.04% 312
2021
Q4 		$1.4K Buy
+281,774
New +$59.5M 0.01% 339
2021
Q2 		$341K Buy
+1,424
New +$344K 0.15% 140
2018
Q1 		$560K Buy
+1,707
New +$577K 0.46% 52

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Castleview Partners's BA Position: Q1 2025 in Review

Castleview Partners sold out of Boeing (BA) in Q1 2025, closing a stake of 936 shares — an estimated $161K sold.

Castleview Partners first reported a position in BA in Q1 2018 and held it in 14 quarters. The position peaked at $560K in Q1 2018. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Castleview Partners reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 936 Boeing shares in Q1 2025, an estimated $161K.
  • Castleview Partners first reported a position in Boeing in Q1 2018 and held it in 14 quarters.
  • Castleview Partners's Boeing position peaked at $560K in Q1 2018.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.