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Cook Wealth’s Boeing BA Stock Holding History

Cook 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
Q3 		– Sell
-1,146
Closed -$211K – 55
2024
Q2 		$211K Sell
1,146
-555
-33% -$98.9K 0.11% 53
2024
Q1 		$304K Sell
1,701
-351
-17% -$72.1K 0.18% 39
2023
Q4 		$439K Sell
2,052
-63
-3% -$13.5K 0.28% 35
2023
Q3 		$379K Buy
2,115
+503
+31% +$110K 0.29% 27
2023
Q2 		$377K Sell
1,612
-65
-4% -$13.5K 0.29% 24
2023
Q1 		$346K Sell
1,677
-112
-6% -$23.3K 0.29% 24
2022
Q4 		$341K Sell
1,789
-57
-3% -$9.32K 0.33% 24
2022
Q3 		$258K Buy
1,846
+121
+7% +$18.6K 0.28% 29
2022
Q2 		$286K Buy
1,725
+177
+11% +$26.1K 0.29% 30
2022
Q1 		$233K Sell
1,548
-76
-5% -$15.3K 0.25% 32
2021
Q4 		$335K Buy
+1,624
New +$343K 0.34% 22

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return