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Cetera Advisors’s Boeing BA Stock Holding History

Cetera 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
2019
Q3 		– Sell
-200
Closed -$1K – 897
2019
Q2 		$1K Sell
200
-200
-50% -$72.9K ﹤0.01% 932
2019
Q1 		$4K Buy
+400
New +$154K ﹤0.01% 1189

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors's BA Position: Q1 2024 in Review

Cetera Advisors increased its Boeing (BA) stake by 56% in Q1 2024, buying an estimated $6.46M and bringing the position to 87,681 shares worth $16.9M. The position accounts for 0.13% of the portfolio, ranked #143.

Cetera Advisors first reported a position in BA in Q2 2013 and has held it in 44 quarters since. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Cetera Advisors held 87,681 shares of Boeing worth $16.9M as of Q1 2024.
  • Cetera Advisors bought 31,439 Boeing shares in Q1 2024, an estimated $6.46M.
  • Boeing made up 0.13% of Cetera Advisors's portfolio in Q1 2024, its #143 holding.
  • Cetera Advisors first reported a position in Boeing in Q2 2013 and has held it in 44 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.