Connectus Wealth’s Boeing BA Stock Holding History

Connectus Wealth’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	$1.68M	Buy	8,692 +1,119	+15%	+$230K	0.05%	202
2023 Q4	$1.97M	Sell	7,573 -1,728	-19%	-$370K	0.04%	266
2023 Q3	$1.78M	Buy	9,301 +1,291	+16%	+$282K	0.04%	268
2023 Q2	$1.69M	Buy	8,010 +15	+0.2%	+$3.12K	0.04%	238
2023 Q1	$1.7M	Sell	7,995 -1,184	-13%	-$246K	0.04%	236
2022 Q4	$1.75M	Sell	9,179 -22	-0.2%	-$3.6K	0.04%	215
2022 Q3	$1.11M	Sell	9,201 -46	-0.5%	-$7.05K	0.02%	323
2022 Q2	$1.26M	Sell	9,247 -37	-0.4%	-$5.46K	0.03%	245
2022 Q1	$1.87M	Sell	9,284 -1,432	-13%	-$287K	0.06%	172
2021 Q4	$2.16M	Buy	+10,716	New	+$2.26M	0.08%	137

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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connectus Wealth's BA Position: Q1 2024 in Review

Connectus Wealth increased its Boeing (BA) stake by 15% in Q1 2024, buying an estimated $230K and bringing the position to 8,692 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #202.

Connectus Wealth first reported a position in BA in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.16M in Q4 2021. 2,194 funds tracked by Wall St. Rank hold BA as of Q1 2024.

Connectus Wealth held 8,692 shares of Boeing worth $1.68M as of Q1 2024.
Connectus Wealth bought 1,119 Boeing shares in Q1 2024, an estimated $230K.
Boeing made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #202 holding.
Connectus Wealth first reported a position in Boeing in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Boeing position peaked at $2.16M in Q4 2021.
2,194 funds tracked by Wall St. Rank held Boeing as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.