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Clark Financial Services Group’s Boeing BA Stock Holding History

Clark Financial Services Group’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
Q2 		– Sell
-1,104
Closed -$213K – 62
2024
Q1 		$213K Buy
1,104
+18
+2% +$3.7K 0.26% 57
2023
Q4 		$283K Hold
1,086
– – 0.36% 43
2023
Q3 		$208K Hold
1,086
– – 0.28% 52
2023
Q2 		$229K Hold
1,086
– – 0.31% 52
2023
Q1 		$231K Sell
1,086
-200
-16% -$41.6K 0.34% 48
2022
Q4 		$245K Buy
+1,286
New +$210K 0.28% 49

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Clark Financial Services Group's BA Position: Q2 2024 in Review

Clark Financial Services Group sold out of Boeing (BA) in Q2 2024, closing a stake of 1,104 shares — an estimated $213K sold.

Clark Financial Services Group first reported a position in BA in Q4 2022 and held it in 6 quarters. The position peaked at $283K in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Clark Financial Services Group reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Clark Financial Services Group sold 1,104 Boeing shares in Q2 2024, an estimated $213K.
  • Clark Financial Services Group first reported a position in Boeing in Q4 2022 and held it in 6 quarters.
  • Clark Financial Services Group's Boeing position peaked at $283K in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Clark Financial Services Group's 13F filing for Q2 2024, filed 14 Aug 2024.