CIR
BA icon

Clear Investment Research’s Boeing BA Stock Holding History

Clear Investment Research’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
-19
Closed -$4.95K – 220
2023
Q4 		$4.95K Buy
+19
New +$4.06K 0.01% 208
2023
Q1 		– Sell
-3
Closed -$1K – 187
2022
Q4 		$1K Hold
3
– – ﹤0.01% 154
2022
Q3 		$0 Hold
3
– – ﹤0.01% 154
2022
Q2 		$0 Hold
3
– – ﹤0.01% 128
2022
Q1 		$1K Hold
3
– – ﹤0.01% 130
2021
Q4 		$1K Sell
3
-7
-70% -$1.48K ﹤0.01% 134
2021
Q3 		$2K Sell
10
-1
-9% -$223 ﹤0.01% 129
2021
Q2 		$3K Hold
11
– – 0.01% 126
2021
Q1 		$3K Hold
11
– – 0.01% 113
2020
Q4 		$2K Hold
11
– – ﹤0.01% 106
2020
Q3 		$2K Hold
11
– – ﹤0.01% 98
2020
Q2 		$2K Buy
11
+1
+10% +$154 ﹤0.01% 101
2020
Q1 		$2K Hold
10
– – ﹤0.01% 97
2019
Q4 		$3K Sell
10
-7
-41% -$2.48K 0.01% 96
2019
Q3 		$6K Buy
17
+7
+70% +$2.5K 0.01% 85
2019
Q2 		$4K Buy
10
+1
+11% +$365 0.01% 88
2019
Q1 		$3K Buy
9
+1
+13% +$385 ﹤0.01% 90
2018
Q4 		$3K Hold
8
– – ﹤0.01% 84
2018
Q3 		$3K Buy
+8
New +$2.81K ﹤0.01% 89

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

Clear Investment Research's BA Position: Q1 2024 in Review

Clear Investment Research sold out of Boeing (BA) in Q1 2024, closing a stake of 19 shares — an estimated $4.95K sold.

Clear Investment Research first reported a position in BA in Q3 2018 and held it in 19 quarters. The position peaked at $6K in Q3 2019. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

  • Clear Investment Research reported no remaining Boeing position as of Q1 2024 after selling out during the quarter.
  • Clear Investment Research sold 19 Boeing shares in Q1 2024, an estimated $4.95K.
  • Clear Investment Research first reported a position in Boeing in Q3 2018 and held it in 19 quarters.
  • Clear Investment Research's Boeing position peaked at $6K in Q3 2019.
  • 2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Clear Investment Research's 13F filing for Q1 2024, filed 2 May 2024.