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CFM Wealth Partners’s Boeing BA Stock Holding History

CFM Wealth 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
Q3 		– Sell
-1,342
Closed -$244K – 144
2024
Q2 		$244K Sell
1,342
-329
-20% -$58.6K 0.04% 134
2024
Q1 		$322K Sell
1,671
-524
-24% -$108K 0.06% 126
2023
Q4 		$572K Sell
2,195
-369
-14% -$78.9K 0.13% 101
2023
Q3 		$491K Sell
2,564
-502
-16% -$110K 0.13% 101
2023
Q2 		$647K Sell
3,066
-297
-9% -$61.7K 0.16% 96
2023
Q1 		$714K Buy
3,363
+35
+1% +$7.27K 0.19% 87
2022
Q4 		$634K Buy
3,328
+100
+3% +$16.4K 0.19% 95
2022
Q3 		$391K Sell
3,228
-1,238
-28% -$190K 0.12% 115
2022
Q2 		$611K Sell
4,466
-228
-5% -$33.6K 0.18% 98
2022
Q1 		$899K Sell
4,694
-120
-2% -$24.1K 0.22% 86
2021
Q4 		$1M Sell
4,814
-403
-8% -$85.1K 0.22% 85
2021
Q3 		$1.15M Sell
5,217
-164
-3% -$36.6K 0.29% 70
2021
Q2 		$1.29M Sell
5,381
-593
-10% -$143K 0.34% 61
2021
Q1 		$1.52M Sell
5,974
-3,881
-39% -$863K 0.46% 53
2020
Q4 		$2.11M Sell
9,855
-10,516
-52% -$2.02M 0.67% 40
2020
Q3 		$3.37M Sell
20,371
-1,236
-6% -$211K 1.23% 20
2020
Q2 		$3.96M Sell
21,607
-2,370
-10% -$364K 1.5% 12
2020
Q1 		$3.58M Buy
23,977
+226
+1% +$61.9K 1.66% 13
2019
Q4 		$7.88M Buy
+23,751
New +$8.41M 2.91% 6

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFM Wealth Partners's BA Position: Q3 2024 in Review

CFM Wealth Partners sold out of Boeing (BA) in Q3 2024, closing a stake of 1,342 shares — an estimated $244K sold.

CFM Wealth Partners first reported a position in BA in Q4 2019 and held it in 19 quarters. The position peaked at $7.88M in Q4 2019. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • CFM Wealth Partners reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 1,342 Boeing shares in Q3 2024, an estimated $244K.
  • CFM Wealth Partners first reported a position in Boeing in Q4 2019 and held it in 19 quarters.
  • CFM Wealth Partners's Boeing position peaked at $7.88M in Q4 2019.
  • 1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on CFM Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.