Claraphi Advisory Network’s Boeing BA Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$3.47M	Buy	18,230 +15,334	+529%	+$2.51M	1.38%	15
2022 Q3	$351K	Sell	2,896 -12,985	-82%	-$1.99M	0.19%	132
2022 Q2	$2.17M	Buy	15,881 +525	+3%	+$77.4K	0.76%	29
2022 Q1	$2.94M	Buy	15,356 +249	+2%	+$50K	0.85%	19
2021 Q4	$3.04M	Sell	15,107 -537	-3%	-$113K	1.06%	12
2021 Q3	$3.44M	Buy	15,644 +2,509	+19%	+$560K	1.21%	8
2021 Q2	$3.15M	Buy	13,135 +2,953	+29%	+$714K	0.95%	15
2021 Q1	$2.59M	Buy	10,182 +2,960	+41%	+$658K	0.71%	20
2020 Q4	$1.55M	Buy	7,222 +1,466	+25%	+$282K	0.42%	38
2020 Q3	$951K	Sell	5,756 -370	-6%	-$63.1K	0.34%	50
2020 Q2	$1.12M	Buy	6,126 +1,537	+33%	+$236K	0.48%	39
2020 Q1	$684K	Buy	4,589 +1,537	+50%	+$421K	0.32%	58
2019 Q4	$994K	Buy	3,052 +53	+2%	+$18.8K	0.61%	31
2019 Q3	$1.14M	Buy	2,999 +56	+2%	+$20K	0.69%	24
2019 Q2	$1.07M	Buy	2,943 +103	+4%	+$37.6K	0.63%	32
2019 Q1	$1.08M	Sell	2,840 -28	-1%	-$10.8K	0.68%	27
2018 Q4	$925K	Sell	2,868 -870	-23%	-$301K	0.71%	31
2018 Q3	$1.39M	Buy	3,738 +225	+6%	+$79K	0.78%	23
2018 Q2	$1.18M	Buy	3,513 +58	+2%	+$19.9K	0.76%	26
2018 Q1	$1.13M	Buy	3,455 +280	+9%	+$94.6K	0.8%	26
2017 Q4	$936K	Buy	+3,175	New	+$860K	0.73%	29

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Claraphi Advisory Network's BA Position: Q4 2022 in Review

Claraphi Advisory Network increased its Boeing (BA) stake by 529% in Q4 2022, buying an estimated $2.51M and bringing the position to 18,230 shares worth $3.47M. The position accounts for 1.38% of the portfolio, ranked #15.

Claraphi Advisory Network first reported a position in BA in Q4 2017 and has held it in 21 quarters since. 2,132 funds tracked by Wall St. Rank hold BA as of Q4 2022.

Claraphi Advisory Network held 18,230 shares of Boeing worth $3.47M as of Q4 2022.
Claraphi Advisory Network bought 15,334 Boeing shares in Q4 2022, an estimated $2.51M.
Boeing made up 1.38% of Claraphi Advisory Network's portfolio in Q4 2022, its #15 holding.
Claraphi Advisory Network first reported a position in Boeing in Q4 2017 and has held it in 21 quarters since.
2,132 funds tracked by Wall St. Rank held Boeing as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.