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CLA (CliftonLarsonAllen) Wealth Advisors’s Boeing BA Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q1 		– Sell
-10,174
Closed -$1.94M – 189
2022
Q4 		$1.94M Sell
10,174
-179
-2% -$29.3K 0.07% 105
2022
Q3 		$1.25M Buy
10,353
+102
+1% +$15.6K 0.15% 51
2022
Q2 		$1.4M Sell
10,251
-1,774
-15% -$262K 0.06% 120
2022
Q1 		$2.3M Buy
+12,025
New +$2.41M 0.08% 98
2021
Q4 		– Sell
-6,493
Closed -$1.43M – 185
2021
Q3 		$1.43M Sell
6,493
-170
-3% -$37.9K 0.06% 117
2021
Q2 		$1.6M Buy
+6,663
New +$1.61M 0.07% 115
2020
Q3 		– Sell
-10,740
Closed -$1.97M – 154
2020
Q2 		$1.97M Buy
+10,740
New +$1.65M 0.12% 83
2019
Q1 		– Sell
-30,329
Closed -$9.78M – 114
2018
Q4 		$9.78M Sell
30,329
-28
-0.1% -$9.67K 0.97% 30
2018
Q3 		$11.3M Buy
30,357
+8
+0% +$2.81K 1.05% 24
2018
Q2 		$10.2M Buy
30,349
+146
+0.5% +$50.2K 1% 28
2018
Q1 		$9.9M Sell
30,203
-168
-0.6% -$56.8K 0.99% 27
2017
Q4 		$8.96M Sell
30,371
-88
-0.3% -$23.8K 0.92% 28
2017
Q3 		$7.74M Buy
30,459
+108
+0.4% +$25.2K 0.82% 29
2017
Q2 		$6M Sell
30,351
-292
-1% -$54.4K 0.67% 31
2017
Q1 		$5.42M Sell
30,643
-107
-0.3% -$18.2K 0.61% 32
2016
Q4 		$4.79M Buy
30,750
+186
+0.6% +$27.2K 0.55% 36
2016
Q3 		$4.03M Buy
+30,564
New +$4.03M 0.49% 36

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BA Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Boeing (BA) in Q1 2023, closing a stake of 10,174 shares — an estimated $1.94M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BA in Q3 2016 and held it in 17 quarters. The position peaked at $11.3M in Q3 2018. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,174 Boeing shares in Q1 2023, an estimated $1.94M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Boeing in Q3 2016 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Boeing position peaked at $11.3M in Q3 2018.
  • 2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.