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CIC Wealth’s Boeing BA Stock Holding History

CIC Wealth’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 		$257K Hold
1,693
– – 0.07% 144
2024
Q2 		$308K Buy
1,693
+36
+2% +$6.42K 0.08% 121
2024
Q1 		$320K Hold
1,657
– – 0.09% 122
2023
Q4 		$432K Buy
+1,657
New +$354K 0.14% 99
2023
Q3 		– Sell
-1,001
Closed -$211K – 150
2023
Q2 		$211K Sell
1,001
-250
-20% -$51.9K 0.07% 149
2023
Q1 		$266K Hold
1,251
– – 0.1% 125
2022
Q4 		$238K Buy
+1,251
New +$205K 0.1% 139

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

CIC Wealth's BA Position: Q3 2024 in Review

CIC Wealth held its Boeing (BA) position steady in Q3 2024 at 1,693 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #144.

CIC Wealth first reported a position in BA in Q4 2022 and has held it in 7 quarters since. The position peaked at $432K in Q4 2023. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • CIC Wealth held 1,693 shares of Boeing worth $257K as of Q3 2024.
  • CIC Wealth left its Boeing share count unchanged in Q3 2024.
  • Boeing made up 0.07% of CIC Wealth's portfolio in Q3 2024, its #144 holding.
  • CIC Wealth first reported a position in Boeing in Q4 2022 and has held it in 7 quarters since.
  • CIC Wealth's Boeing position peaked at $432K in Q4 2023.
  • 1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.