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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 $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cook Wealth's BA Position: Q3 2024 in Review

Cook Wealth sold out of Boeing (BA) in Q3 2024, closing a stake of 1,146 shares — an estimated $211K sold.

Cook Wealth first reported a position in BA in Q4 2021 and held it in 11 quarters. The position peaked at $439K in Q4 2023. 1,959 funds tracked by Wall St. Rank hold BA as of Q3 2024.

  • Cook Wealth reported no remaining Boeing position as of Q3 2024 after selling out during the quarter.
  • Cook Wealth sold 1,146 Boeing shares in Q3 2024, an estimated $211K.
  • Cook Wealth first reported a position in Boeing in Q4 2021 and held it in 11 quarters.
  • Cook Wealth's Boeing position peaked at $439K in Q4 2023.
  • 1,959 funds tracked by Wall St. Rank held Boeing as of Q3 2024.

Based on Cook Wealth's 13F filing for Q3 2024, filed 4 Nov 2024.