CPC
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Consolidated Planning Corp’s Boeing BA Stock Holding History

Consolidated Planning Corp’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
Q2 		– Sell
-30,890
Closed -$5.96M – 186
2024
Q1 		$5.96M Buy
30,890
+3,008
+11% +$618K 1.02% 30
2023
Q4 		$7.27M Buy
27,882
+693
+3% +$148K 1.35% 20
2023
Q3 		$5.21M Buy
27,189
+771
+3% +$169K 1.15% 23
2023
Q2 		$5.58M Buy
+26,418
New +$5.49M 1.17% 22
2021
Q4 		– Sell
-938
Closed -$206K – 96
2021
Q3 		$206K Buy
+938
New +$209K 0.13% 60

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Planning Corp's BA Position: Q2 2024 in Review

Consolidated Planning Corp sold out of Boeing (BA) in Q2 2024, closing a stake of 30,890 shares — an estimated $5.96M sold.

Consolidated Planning Corp first reported a position in BA in Q3 2021 and held it in 5 quarters. The position peaked at $7.27M in Q4 2023. 2,073 funds tracked by Wall St. Rank hold BA as of Q2 2024.

  • Consolidated Planning Corp reported no remaining Boeing position as of Q2 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 30,890 Boeing shares in Q2 2024, an estimated $5.96M.
  • Consolidated Planning Corp first reported a position in Boeing in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Boeing position peaked at $7.27M in Q4 2023.
  • 2,073 funds tracked by Wall St. Rank held Boeing as of Q2 2024.

Based on Consolidated Planning Corp's 13F filing for Q2 2024, filed 2 Aug 2024.