Clearview Wealth Advisors’s Boeing BA Stock Holding History

Clearview 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 Q3	–	Sell	-666	Closed	-$141K	–	160
2023 Q2	$141K	Hold	666	–	–	0.14%	123
2023 Q1	$141K	Hold	666	–	–	0.14%	126
2022 Q4	$127K	Sell	666 -268	-29%	-$43.8K	0.1%	101
2022 Q3	$113K	Sell	934 -47	-5%	-$7.21K	0.09%	103
2022 Q2	$134K	Buy	981 +216	+28%	+$31.9K	0.1%	100
2022 Q1	$146K	Hold	765	–	–	0.1%	100
2021 Q4	$154K	Sell	765 -200	-21%	-$42.3K	0.09%	122
2021 Q3	$212K	Buy	965 +100	+12%	+$22.3K	0.13%	109
2021 Q2	$207K	Hold	865	–	–	0.13%	116
2021 Q1	$220K	Sell	865 -72	-8%	-$16K	0.14%	108
2020 Q4	$201K	Buy	+937	New	+$180K	0.14%	107

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's BA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Boeing (BA) in Q3 2023, closing a stake of 666 shares — an estimated $141K sold.

Clearview Wealth Advisors first reported a position in BA in Q4 2020 and held it in 11 quarters. The position peaked at $220K in Q1 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q3 2023.

Clearview Wealth Advisors reported no remaining Boeing position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 666 Boeing shares in Q3 2023, an estimated $141K.
Clearview Wealth Advisors first reported a position in Boeing in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Boeing position peaked at $220K in Q1 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.