Clarus Wealth Advisors’s Boeing BA Stock Holding History

Clarus 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 Q2	$496K	Buy	2,337 +160	+7%	+$33.2K	0.3%	73
2023 Q1	$460K	Buy	2,177 +611	+39%	+$127K	0.29%	72
2022 Q4	$324K	Hold	1,566	–	–	0.21%	95
2022 Q3	$207K	Buy	1,566 +66	+4%	+$10.1K	0.15%	105
2022 Q2	$205K	Hold	1,500	–	–	0.14%	95
2022 Q1	$263K	Hold	1,500	–	–	0.16%	89
2021 Q4	$326K	Hold	1,500	–	–	0.19%	78
2021 Q3	$337K	Sell	1,500 -1,748	-54%	-$390K	0.21%	76
2021 Q2	$774K	Buy	3,248 +607	+23%	+$147K	0.48%	39
2021 Q1	$666K	Buy	2,641 +441	+20%	+$98K	0.42%	49
2020 Q4	$455K	Sell	2,200 -2,164	-50%	-$416K	0.3%	62
2020 Q3	$696K	Buy	4,364 +1,132	+35%	+$193K	0.54%	39
2020 Q2	$578K	Buy	3,232 +1,115	+53%	+$171K	0.49%	43
2020 Q1	$264K	Sell	2,117 -280	-12%	-$76.6K	0.26%	95
2019 Q4	$806K	Buy	2,397 +193	+9%	+$68.3K	0.53%	45
2019 Q3	$839K	Buy	2,204 +1,133	+106%	+$405K	0.61%	32
2019 Q2	$390K	Buy	1,071 +54	+5%	+$19.7K	0.28%	62
2019 Q1	$388K	Buy	1,017 +146	+17%	+$56.2K	0.29%	47
2018 Q4	$281K	Buy	871 +17	+2%	+$5.87K	0.44%	44
2018 Q3	$317K	Buy	854 +67	+9%	+$23.5K	0.21%	56
2018 Q2	$258K	Hold	787	–	–	0.2%	70
2018 Q1	$258K	Sell	787 -98	-11%	-$33.1K	0.24%	70
2017 Q4	$261K	Buy	+885	New	+$240K	0.25%	69

Other funds holding BA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Clarus Wealth Advisors's BA Position: Q2 2023 in Review

Clarus Wealth Advisors increased its Boeing (BA) stake by 7.3% in Q2 2023, buying an estimated $33.2K and bringing the position to 2,337 shares worth $496K. The position accounts for 0.3% of the portfolio, ranked #73.

Clarus Wealth Advisors first reported a position in BA in Q4 2017 and has held it in 23 quarters since. The position peaked at $839K in Q3 2019. 2,227 funds tracked by Wall St. Rank hold BA as of Q2 2023.

Clarus Wealth Advisors held 2,337 shares of Boeing worth $496K as of Q2 2023.
Clarus Wealth Advisors bought 160 Boeing shares in Q2 2023, an estimated $33.2K.
Boeing made up 0.3% of Clarus Wealth Advisors's portfolio in Q2 2023, its #73 holding.
Clarus Wealth Advisors first reported a position in Boeing in Q4 2017 and has held it in 23 quarters since.
Clarus Wealth Advisors's Boeing position peaked at $839K in Q3 2019.
2,227 funds tracked by Wall St. Rank held Boeing as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.