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Concurrent Investment Advisors’s Boeing BA Stock Holding History

Concurrent Investment 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
2026
Q1 		$13.3M Sell
66,646
-4,320
-6% -$984K 0.14% 156
2025
Q4 		$15.4M Buy
70,966
+36,193
+104% +$7.44M 0.18% 124
2025
Q3 		$7.5M Buy
34,773
+393
+1% +$88.6K 0.13% 170
2025
Q2 		$7.2M Buy
34,380
+7,542
+28% +$1.42M 0.14% 156
2025
Q1 		$4.58M Buy
26,838
+4,172
+18% +$722K 0.11% 202
2024
Q4 		$4.01M Buy
22,666
+2,000
+10% +$314K 0.11% 192
2024
Q3 		$3.14M Sell
20,666
-1,006
-5% -$172K 0.09% 225
2024
Q2 		$3.94M Buy
21,672
+1,490
+7% +$266K 0.13% 165
2024
Q1 		$3.89M Buy
20,182
+2,577
+15% +$530K 0.16% 145
2023
Q4 		$4.59M Buy
+17,605
New +$3.77M 0.22% 105

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return