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Clarity Wealth Advisors’s Boeing BA Stock Holding History

Clarity 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
2024
Q1 		– Sell
-863
Closed -$225K – 87
2023
Q4 		$225K Buy
+863
New +$185K 0.09% 80
2021
Q4 		– Sell
-1,101
Closed -$242K – 71
2021
Q3 		$242K Sell
1,101
-10
-0.9% -$2.23K 0.12% 61
2021
Q2 		$266K Buy
+1,111
New +$269K 0.14% 53

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarity Wealth Advisors's BA Position: Q1 2024 in Review

Clarity Wealth Advisors sold out of Boeing (BA) in Q1 2024, closing a stake of 863 shares — an estimated $225K sold.

Clarity Wealth Advisors first reported a position in BA in Q2 2021 and held it in 3 quarters. The position peaked at $266K in Q2 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Clarity Wealth Advisors reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Clarity Wealth Advisors sold 863 Boeing shares in Q1 2024, an estimated $225K.
  • Clarity Wealth Advisors first reported a position in Boeing in Q2 2021 and held it in 3 quarters.
  • Clarity Wealth Advisors's Boeing position peaked at $266K in Q2 2021.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

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