Chico Wealth RIA’s Boeing BA Stock Holding History

Chico Wealth RIA’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 Q1	–	Sell	-1,705	Closed	-$444K	–	31
2023 Q4	$444K	Buy	1,705 +197	+13%	+$42.1K	0.46%	18
2023 Q3	$289K	Buy	+1,508	New	+$330K	0.35%	20

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chico Wealth RIA's BA Position: Q1 2024 in Review

Chico Wealth RIA sold out of Boeing (BA) in Q1 2024, closing a stake of 1,705 shares — an estimated $444K sold.

Chico Wealth RIA first reported a position in BA in Q3 2023 and held it in 2 quarters. The position peaked at $444K in Q4 2023. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Chico Wealth RIA reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
Chico Wealth RIA sold 1,705 Boeing shares in Q1 2024, an estimated $444K.
Chico Wealth RIA first reported a position in Boeing in Q3 2023 and held it in 2 quarters.
Chico Wealth RIA's Boeing position peaked at $444K in Q4 2023.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Chico Wealth RIA's 13F filing for Q1 2024, filed 18 Apr 2024.