Cedar Brook Financial Partners’s Boeing BA Stock Holding History

Cedar Brook Financial 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
2024 Q2	–	Sell	-1,574	Closed	-$304K	–	50
2024 Q1	$304K	Buy	1,574 +195	+14%	+$40.1K	0.06%	308
2023 Q4	$307K	Sell	1,379 -3	-0.2%	-$642	0.07%	288
2023 Q3	$265K	Buy	1,382 +40	+3%	+$8.75K	0.07%	282
2023 Q2	$283K	Buy	+1,342	New	+$279K	0.07%	295
2021 Q3	–	Sell	-1,035	Closed	-$248K	–	350
2021 Q2	$248K	Sell	1,035 -19	-2%	-$4.59K	0.07%	307
2021 Q1	$269K	Sell	1,054 -469	-31%	-$104K	0.09%	246
2020 Q4	$326K	Buy	+1,523	New	+$293K	0.12%	201
2020 Q1	–	Sell	-3,718	Closed	-$1.21M	–	253
2019 Q4	$1.21M	Sell	3,718 -542	-13%	-$192K	0.51%	57
2019 Q3	$1.62M	Buy	4,260 +2	+0%	+$715	0.71%	27
2019 Q2	$1.55M	Buy	4,258 +115	+3%	+$41.9K	0.71%	25
2019 Q1	$1.58M	Buy	4,143 +478	+13%	+$184K	0.77%	24
2018 Q4	$1.18M	Buy	+3,665	New	+$1.27M	0.72%	33

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cedar Brook Financial Partners's BA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Boeing (BA) in Q2 2024, closing a stake of 1,574 shares — an estimated $304K sold.

Cedar Brook Financial Partners first reported a position in BA in Q4 2018 and held it in 12 quarters. The position peaked at $1.62M in Q3 2019. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 1,574 Boeing shares in Q2 2024, an estimated $304K.
Cedar Brook Financial Partners first reported a position in Boeing in Q4 2018 and held it in 12 quarters.
Cedar Brook Financial Partners's Boeing position peaked at $1.62M in Q3 2019.
2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.