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Cetera Trust Company’s Boeing BA Stock Holding History

Cetera Trust Company’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
-40
Closed -$7.08K – 377
2024
Q4 		$7.08K Hold
40
– – ﹤0.01% 323
2024
Q3 		$6.08K Sell
40
-6,708
-99% -$1.15M ﹤0.01% 350
2024
Q2 		$1.23M Sell
6,748
-1,035
-13% -$184K 0.77% 37
2024
Q1 		$1.5M Sell
7,783
-560
-7% -$115K 0.9% 37
2023
Q4 		$2.17M Buy
+8,343
New +$1.78M 1.36% 26

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

Cetera Trust Company's BA Position: Q1 2025 in Review

Cetera Trust Company sold out of Boeing (BA) in Q1 2025, closing a stake of 40 shares — an estimated $7.08K sold.

Cetera Trust Company first reported a position in BA in Q4 2023 and held it in 5 quarters. The position peaked at $2.17M in Q4 2023. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2025.

  • Cetera Trust Company reported no remaining Boeing position as of Q1 2025 after selling out during the quarter.
  • Cetera Trust Company sold 40 Boeing shares in Q1 2025, an estimated $7.08K.
  • Cetera Trust Company first reported a position in Boeing in Q4 2023 and held it in 5 quarters.
  • Cetera Trust Company's Boeing position peaked at $2.17M in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2025.

Based on Cetera Trust Company's 13F filing for Q1 2025, filed 14 Apr 2025.